Attribute filters in Management Reporter

The Attribute Filter cell restricts data in FD columns to specific values or ranges for attribute categories. If the column definition includes an ATTR column that specifies an attribute category in the Attribute Category cell, you can use the Attribute Filter cell in FD and ATTR columns to limit which accounts or transactions will be included in the report.

Attributes are financial data values that further define an account or transaction. Example account attributes include Asset, Liability, Revenue, and Expense. Example transaction attributes include Transaction Description and Transaction Apply Date. In order to use an attribute filter, the source system must support attributes. For information about using account attributes and transaction attributes in the row definition, see Row Modifier.

For example, the following table shows an account attribute called Zipcode in the Attribute Category row. The Attribute Filter for this column specifies the range of values to include in the report.

A

B

C

Type (FD, Calc, etc.)

DESC

FD

ATTR

Scenario/Attribute Category

ACTUAL

Zipcode

Fiscal Year

BASE

Period

1:BASE

Time Range

PERIODIC

...

Column Width

60

...

Attribute Filter

F=80155:80605

Specify an attribute filter for an FD column in a report

  1. In a column definition, double-click the Attribute Filter cell for an FD column.

  2. In the Attribute Filter dialog box, type the filter text.

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