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BalanceAAP > Reports > Filters

KEY TOPICS:

  • Filter on Sectors
  • Filter on Drilldowns
  • Filter on Rollups (Master Plan)

RELATED TOPICS:

NEXT STEP:

Use Previously Created Sectors, Drilldowns, or Rollups to Filter Report Displays

The options below will apply previously created organizational units to report displays,displays and provide AAP results by the determinedthose units.

  1. Set up Data and organizational unit (as described in the linked Related Topics above).
  2. Navigate to: Reports > Filter.
  3. Make selections in the relevant category (shown below), and click the [Save] button.
  4. Proceed to the next step: Reports > Select Reports.

Filter on Sectors

If you have created optional Reporting Structure > Sectors, calculations for plan reporting can be run by Sector.

Select: Sectors. Next, check off one or more Sectors.

Filter on Drilldowns

If you have created optional Reporting Levels > Drilldowns, reports can be run, based on the Drilldown values.

Select: Drilldowns. Next, check off one or more Drilldowns.

Filter on Rollups (Master Plan)

For Master plan preparers, reports can be run, using Reporting Levels > Rollups saved in the system.

First, click the radio button for: This Plan. Then, check off the Rollup units to include.