Report Filters

To access report filters, select Filter from the action bar above the list. 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

Use tags and categories to add, organize, filter, and manage details for your financial reports. For more information about adding tags, see Reporting.

  • General ledger tags

  • Payables tags

  • Treasury tags

  • Fixed assets tags

History

  • Date last changed

  • Last changed by user

  • Date created

  • Created by user

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