Report filter options: Profit and Loss

You can use the Select Filter Options dialog box in the Profit and Loss report to view report data by account and account type, class, date, or name.

Open the dialog box

  • On the Reports menu, point to Company and Financial, click Profit and Loss, and then click Filter Options on the toolbar.

Select filter options

  1. Select a filter from the Select filter option box to display the options in the Filter options box.

  2. After selecting a filter option, click Apply if you want to select another option.

  3. When you are finished, click OK.

To reset a filter option to its default setting, click Clear.

Dialog box options

The dialog box contains the following options.

Option

Description

Account

To filter by account type, click the arrow next to Options to select the filter that you want to use. Click Show Selected to filter by specific accounts.

Class

Default status includes all classes. Click Show Selected to filter by specific class.

Date Range

Click the arrow next to Date Range to select a date range. To enter a custom date range, type dates in the From and To fields, or click the arrows to open the calendar.

Name

To filter by name category, click the arrow next to Options to select the filter that you want to use. Click Show Selected to filter by specific names.

Related topics

Display a report

Working with reports

Company and Financial reports

Save a report

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