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Coupa Success Portal

Add Chart button

Use the Add Chart button to generate charts, which you can configure to show your cash position, balances over time, availability amounts, and more, depending on the Coupa Treasury page. You can also save the graphics along with your page settings as custom page views.

The charts reflect the filtered data in your table.

account_balances_table_add_chart-open.png

As of R30, you can create and customize visualizations based on preset charts for these pages:

  • Account Balances
  • Cash Flows
  • Account Statements
  • Account Statement Analysis
  • Settlements
  • Payment Verification
  • IC Payments
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