- Filtering by Date
To apply this filter, follow these steps:
- Select the Customize button
- Customize the dates that want by selecting the “from” and the “to” of the preferred period or date
- Select the Refresh button, so that data shows the current period or the period that are interested in.
2. Filtering by Subsidiary
This filter can get a little tricky at first, but it will help a lot once familiar with the parent and subsidiaries.
Here are some guidelines while applying this filter:
- If a parent (Consolidated) is selected, everything under this will be included in the report.
- To view only the transactions of the parent without the children, choose the unconsolidated parent-subsidiary.
- If only one sub or child is selected, it will not include the rest of the subsidiaries nor the parent and will just show the data for that particular subsidiary.
3. Filtering by Department
Another customization is filtering by department, as shown below.
Some quick guidelines for this filter are:
- We can choose individually from the options provided or select All.
- To select more than 1 department, click on the first selection + hold CTRL + click on the second selection.
4. Filtering by Columns
The columns in a report can also be customized. We can find this at the lower right of the report.
Just follow these two-step processes:
- Click on the selections for the columns you want to be shown.
- Once a selection is done, click on the Refresh button to see the new data.