Customers

Use the river's dimensions and filters to investigate customer activity.

Investigate one account

1. Open a river you have access to and use its dimension filters to select the customer or account value. Available dimensions depend on your data.
2. Choose the measure and time window you want to investigate. Group the river by the relevant customer dimension when comparing accounts.
3. Hover a bar and click View {measure} → to inspect its underlying records, scoped to that band and month.
4. Click a record with a linked order to open its transaction flow.

For example, filter to an account, choose Revenue, and drill into a month with an unexpected decline. Inspect the contributing invoices, then open a linked order to compare shipments, invoices, payments, and any support cases.

The Records panel keeps its own editable scope after a drill. Check its date range and filters when comparing its list with the river.

Open an order directly

If you know an SO or PO number, open Browse → Transactions in the right sidebar. Search for that number. Use the transaction's Issues section to track follow-up work; creating an issue requires the Rules permission.

See Toolbar for river filters and Records for drilling into a measure.