Filtering Accounts For Reports (Advanced Filter Codes)
If you set up Advanced Filter Codes, you can define filters so only certain accounts appear on the Balance Sheet, Budget Report, Income Statement (Business product only), and Revenue and Expense Report (Fund product only). In those report windows, you can choose to use a predefined Advanced Filter Code and view a specific set of accounts.
To set up Advanced Filter Codes:
1 In General Ledger, select Options > Set Up Custom Report Filters from the navigation pane.
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2 In the Filter Code field, enter a name for this code.
3 In the Filter field, enter a combination of wildcards and numbers to create a filter.
For example, you can enter 4??? to filter only accounts that begin with a 4.
Published date: 09/30/2021