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BalanceAAP > Reports > Filters

KEY TOPICS:

  • Filter on Sectors
  • Filter on Drilldowns
  • Filter on Master Plan Units
    • This Plan and Sub Plans
    • Rollups

RELATED TOPICS:

NEXT STEP:

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

The default setting for filters is: This Plan. However, the options below will apply previously created organizational units to report displays and allow AAP results to be assembled by those units.

  1. Set up Data and the 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 Master Plan Units

This Plan and Sub Plans

The output can be limited to one or more sub plans.

Click the radio button for: Sub Plans. Then, check off one or more sub plans.

Rollups

Master plan reports can also 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.