Is there a way to hide closed accounts in the account selection tab of a report query?
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jlspitzer
Member ✭✭
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.
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Best Answer
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@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.1
Answers
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@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.1
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That worked. Thank you.0
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