How can I customize the graphs in the financial monitor?

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

You can change the indicators shown in the financial monitor and their order. To do this, change the settings of the graph (monitor).

Only a user with the ‘Management’, ‘Financial administration’ or ‘External accountant’ role can change the monitor.

Hover your mouse over the Financials icon in the navigation bar, click on Monitor and then click on the Settings button in the now-opened screen.

The following screen is opened:

Specify whether last year's Net revenue and/or Net result should be shown in the standard graphs.

Also indicate here which optional indicators should be shown in the financial monitor and which should be hidden. Using the button with the dots, drag an indicator to the appropriate place in the order of the indicators shown in your screen. Click on the Save button to save your changes.