Report Filters

To access report filters, select Filters from the action bar above the list. These filters make locating reports easier and faster, and are also useful in creating specific lists of reports. For example, you might want to view all General ledger reports, or just the reports you've created.

Available report filters:

Report

  • Module - All modules, Fixed assets, General ledger, Payables, Treasury

  • Type - Show all, report name

  • Last used - Show all, Past week, Past month, Past year

Tags

  • General ledger tags - General ledger tags are created in the database view and let you better organize and filter your report parameters. For example, you can group all of your saved report parameters by tags and categories, such as “Reconciliation” or “Fiscal Year 2015.”

  • Payables tags - Payables tags are created in the database view and let you better organize and filter your report parameters. For example, you can group all of your saved report parameters by tags and categories, such as “Reconciliation” or “Post.”

  • Treasury tags - Treasury tags are created in the database view and let you better organize and filter your report parameters.

History

  • Date last changed

  • Last changed by user

  • Date created

  • Created by user

Once you set your filters, select Apply filters. To clear your filters, select Clear all filters.