Dashboard Filters and Drill-Down

The IPU Dashboard supports filtering, sorting, and drill-down so you can move from a high-level overview to individual invoices quickly. This page explains how to use these features.

Available Filters

The filter bar at the top of the dashboard lets you narrow the data displayed across all sections — quick stats, charts, and lists.

Filter	Options	Default
Period	Today, This Week, This Month, This Quarter, This Year, Custom Range	This Month
Company	All companies, or select a specific company	All
Status	Any combination of processing statuses (Draft, Review Required, Matching In Progress, etc.)	All active statuses
Reviewer	All reviewers, or a specific user	All
Supplier	Search and select a specific supplier	All
MSME Only	Toggle to show only MSME supplier invoices	Off
SLA Breached	Toggle to show only invoices where SLA has been breached	Off

Filters apply immediately. The quick stats, charts, and any visible list views all update to reflect the selected criteria.

Using Custom Date Ranges

When you select "Custom Range" as the period:

1. A date picker appears with From and To fields.
2. Select your desired date range.
3. The dashboard recalculates all metrics, charts, and counters for that range.

This is useful for month-end reviews, quarterly compliance reporting, or investigating a specific period.

Drill-Down: From Counter to Invoice

Every number on the dashboard is clickable. The drill-down path follows a consistent pattern:

Quick Stats Counter → Filtered List → Individual IPU Record

For example:

1. Click the MSME Urgent counter (shows 5 invoices).
2. The list view opens showing those 5 MSME invoices sorted by payment due date (most urgent first).
3. Click any row to open the full IPU record with matching details, MSME tracking, and approval history.

The same pattern applies to all counters: My Queue, No PO, and SLA At Risk.

Drill-Down: From Chart to Data

Charts on the dashboard also support drill-down:

• Click a bar on the processing volume chart to see the invoices from that specific day, week, or month.
• Click a segment on the status distribution chart to filter the list to that status.

Sorting the Invoice List

When viewing a filtered list of invoices (from any drill-down), you can sort by:

Column	When to Use
Received On	Find the newest or oldest invoices
MSME Payment Due Date	Prioritize by MSME deadline urgency
SLA Due Date	Prioritize by SLA compliance
Match Score	Find lowest-scoring invoices that need the most attention
Grand Total	Focus on high-value invoices first
Status	Group invoices by their processing stage

Saving Filter Presets

If you use the same filter combination regularly (e.g., "MSME Urgent for my company this month"), you can save it:

1. Set your desired filters.
2. Click Save as View (if available in your configuration).
3. Name the view for easy recall.

Saved views appear as tabs on the dashboard for quick switching between perspectives.

Tips for Effective Dashboard Use

• Start your day with "My Queue" to see what needs your immediate attention.
• Check MSME Urgent weekly even if it's not your primary responsibility — these have regulatory deadlines.
• Use the volume chart to spot processing backlogs before they become critical.
• Drill down from any KPI to understand the underlying data — never rely on the summary number alone.

Related Pages

• IPU Dashboard Overview — What the dashboard shows and who uses it
• IPU Overview — The complete Invoice Processing Unit guide
• MSME Payment Tracking — Detailed MSME deadline management
• Handle Match Failures — Resolving items from your review queue