We usually use datasets instead of saved searches for COA export as several fields like ‘Eliminate Intercompany transactions’ and ‘Reconcile bank statements’ options are not available in Saved Searches. While preparing the dataset, we cannot directly put the criteria as exclude inactive as the inactive accounts include summary accounts, which is relevant for our export.
Hence, the formula to be used for setting the criteria in such a dataset is :
CASE WHEN TO_CHAR({issummary}) = ‘F’ AND TO_CHAR({isinactive}) = ‘T’ then ‘HIDE’ else ‘SHOW’ END
While adding the formula to the criteria filter, set the value to ‘SHOW’.