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How to filter or sort the budgets?
How to filter or sort the budgets?
Sam S avatar
Written by Sam S
Updated over a week ago

In Budget Dashboard, You can use the new advanced filtering capabilities to quickly and easily filter the specific budgets. These advanced filtering options include: Status, Account Manager, Client, Integration and ‘Sort By’ options like latest first, budget amount, budget start date, budget end date etc.

For example, you can see the active budgets created for the client David in the order of highest budget amount first. This can be done by applying the ‘Client,’ ‘Status’ filters and sort by ‘Amount.’

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