Report filter options: GL report

You can use the Select Filter Options dialog box in the GL report to view report data by account, class, currency, date, name, number, transaction type, amount, or void status.

Open the dialog box

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

Select a filter

  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, and then 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.

Currency

Default status includes all currencies. Click the arrow next to Options to select another currency.

Note: The Currency option is available only if you selected Use foreign currencies in the Preferences dialog box.

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.

No.

Default status shows all transaction numbers. Select Equal to, and then type the number to display only one transaction number. If you want to display a range of transaction numbers, select Range, and then enter the numbers in the To and From fields.

Transaction type

Default status includes all transaction types. Click Show Selected to filter by specific transaction types.

Amount

Default status includes all amounts. Select one of the options, and then type an amount to limit the amounts displayed.

Void

Default status does not display voided entries. Select Show if you want to view all entries in the report.

Related topics

Display a report

Working with reports

Save a report

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