On the Filters page of the Financial Report Builder, you can make changes to the filters for a custom financial statement. The functions available in this page are the same as those available in the Report Builder Filters page. For details, see Report Customization. The Financial Report Builder Filters Page includes the added capability of filtering by budget field values in any financial statement.
If you select a column from the Budget folder, the filter you define is applied to budget values only.
If you select a column from the Financial folder, the filter is applied to actual values only.
If you select a column from Budget and Financial subfolders, the filter is applied to both budget and actual values.
For most custom financial statements, you do not need to use this page. You can define grouping and selection criteria for financial sections on the Financial Report Builder Edit Layout Page to perform the filtering that you require. For information, see Financial Statement Sections. The Filters page is available if you need to define filters that apply to the whole report rather than to particular sections.
Financial statements, like other reports, include lists in their results page footers that enable you to filter results for a single report instance. See Setting Report Footer Options.
You need both the Financial Statements permission and the Report Customization permission to customize reports in the Financial Report Builder. If you do not have necessary permissions, contact your account administrator. See Giving Access to Financial Statements for more information.