Filtering Journal Lists for Reports

You can filter the list of journals to display on the report. You can enter text filters, and use the percent sign (%) 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 a journal report, expand the Row Filter list.
2. To filter by entity, enter an entity name or click Browse and select an entity.
3. To filter by group, label, or description, enter text or use the percent sign (%) as a wildcard.
4. To filter by status, select one or more options: Working, Submitted, Approved, Rejected, or Posted, or select Show All.
5. To filter by type, select one or more options: Regular, Auto-reversing, Auto-reversed, or select Show All.
6. To filter by balance type, select one or more options: Balanced, Unbalanced, or Balanced by Entity, or select Show All.

   Tip:

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

7. Optional: To save your filter definition, click Save current filter.