Filtering Journals for Reports

You can filter the list of journals to display on the report. You can filter the list by entity, label, group, description, status, type, or balance type. You can enter text filters, including the percent (%) symbol as a wildcard, or you can leave a text box blank to avoid filtering.

Note:

Depending on the setup of your database, text boxes for journal filters might be case-sensitive. For example, filtering with “testgroup” might return different results than filtering with “TestGroup.”

  To filter journal lists:

  1. From the Process Journals page, select the journals to display on the report.

  2. Click Reports and select the Filter.

  3. To filter by entity, enter an entity name or click Browse and select an entity.

  4. To filter by label, group, or description, enter text or use the percent (%) symbol as a wildcard.

  5. To filter by status, select an option: Working, Submitted, Approved, Rejected, or Posted.

  6. To filter by type, select one or more options: Auto-reversing, Regular, Auto-reversal.

  7. To filter by balance type, select an option: Balanced, Unbalanced, or Balanced by Entity.

  8. Click OK.

  9. Optional: To restore the list to its default status, click Restore Defaults.