Is there a way to hide closed accounts in the account selection tab of a report query?

jlspitzer

When creating custom reports is there a way to hide the closed accounts in the accounts tab so that I don't have to constantly keep clearing and reselecting my active accounts? I realize that they may not have any activity, but I may only want to select certain accounts and have to keep repeating the uncheck and then manually recheck.

[Deleted User]

@jlspitzer - you can code the accounts you want to exclude as "Keep this account separate" on the Display Options tab.  And then, when you create/run the report, you need make sure the "Show Separate accounts" is unchecked to exclude these accounts. 

[Deleted User]

@jlspitzer - you can code the accounts you want to exclude as "Keep this account separate" on the Display Options tab.  And then, when you create/run the report, you need make sure the "Show Separate accounts" is unchecked to exclude these accounts. 

jlspitzer

That worked. Thank you.