Customising data display

Vitesse.io includes several controls that allow you to customise how data is displayed. You can apply filters, sort table columns, and switch display currencies to quickly find the information you need.

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Not all controls are available on every page. Availability depends on the type of view you are using.

Display currency switch

The Display currency switch allows you to toggle between GBP, EUR, and USD to view values converted into the selected currency. When the display currency is changed, the dashboard updates automatically.

The example below illustrates how the Fund Balance widget is affected by switching Display currency from GBP to USD:

Filters

Filters narrow down the data displayed in the dashboard. Simply select the desired filters from the menu and the data will update accordingly.

Time filter

Data can be filtered by the following time periods:

Last week
Last month
Last 3 months
Last year
Any Custom range, between a start date and an end date of your choice.

Note that some data updates based on the selected time period, while other data remains unchanged.

Updated	Unchanged
Average payment value	Current fund balance value
Payment success rate percentage	Current number of accounts
Fund balance trends chart	Fund allocation pie chart
Payment activity chart	Top TPA chart
Runway table

Currency filter

The currency filter lets you include/exclude specific currencies in your portfolio. When selecting one or multiple currencies, the dashboard will update to show data where the account and payment currency match selected currencies.

Column sorting

Some tables support column sorting.

Where available, select a column header to sort the table by that column. An arrow in the header indicates the current sort order (ascending or descending).

Select the header again to reverse the order.