Search and Filter Cashflow

Available filters on the Cashflow tab combined with a live search allow investors to select specific criteria to narrow down search results. This is particularly useful when dealing with a high volume of data.

How to Use the Search and Filters

  1. Use the Search (spyglass icon) to type in key terms. As you type the table updates its results in real time to reflect your search.
  2. Alternately, use the different Filters to expand the available options.
    • All time - By default, the date filters display all time date range. Use the menu to select 3, 6, 12 months or a select a custom date range.
    • Fund - By default, the table displays all funds. Use the checkboxes to select specific funds.
    • Investor - By default, the table displays all investors. Use the checkboxes to select specific investors.
    • Type - By default, the table displays contributions and distributions. Use the checkboxes to make you selections.

NOTE: Be aware the filter results can only display a maximum of 12 months of data.

TIP: Click the X Reset Filter to clear the criteria and start a new search.