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BalanceAAP > Reports > Filters

RETURN TO: Reports


  • FilterAvailable onFilters Sectorsby Type (and associated balanceAAP Modules)
  • FilterWhat onPreparations Drilldownsare Needed to Produce Filtered Reports?
  • Determine Filter on Master Plan Units (if applicable)
    • Sub Plans
    • Rollups



Use Previously Created Sectors,Organizational Drilldowns, or RollupsUnits to Filter Report Displays

TheWhile defaultcreating settingan forAAP, filtersone is:or Thismore Planunits (i.e.,may nohave filters).been However,put in place to organize the optionsinformation below(e.g., willDrilldowns, applyrepresenting previouslyDepartments). createdFor organizations relying with multiple locations, represented by sub plans, Rollups may have been determined to aggregate results above the sub-plan level.

These and other organizational units tocan reportform displaysthe and allow AAP results to be assembled by those unitsbases for voluntary internal reporting. reporting that goes beyond the limitations of AAP requirements. To do so, access the Filters tab from the AAP Reports screen, by navigating to the Filters link, located in the upper right.

Available Filters by Type (and associated balanceAAP Modules)

Single AAP:

Master plan set:

What Preparations are Needed to Produced Filtered Reports?

So that AAP Reports can be filtered, make sure the following preparations are made while creating the plan(s):

  1. SetImport/configure up Data to include the unit coding structure and the organizationalcorresponding unitdata entries.
  2. Quick Reminder: Ensure that data entries are complete, both for accurate reporting and where applicable, to prevent Data > Errors.

  3. Navigate to the appropriate module (as describedlisted in the linkedbullets Relatedabove), Topicsand above)."add" the units to the system.
  4. Navigate

Determine Filter Settings

After confirming that the above elements are accurately in place, navigate to: Reports > AAP Reports > Filter. tab and determine Filter settings:

  1. Make selections in the provided drop-down for the relevant filterFilter (listedtype below),(e.g., Drilldown). The resulting menu options will be based on this drop-down selection.
  2. Note: The system's default starting point for outputting AAP Reports from a plan is to have no Filter(s) in place. This setting is shown on the Filter drop-down as: This Plan.

  3. (If multiple unit types are in place) Choose the unit type from the displayed drop-down (e.g., Department, Functional Unit)
  4. From the provided menu, check off one or more of unit names (e.g., Executive Office, Marketing), or select All; and click.
  5. Click the [Save][Save Filters] button. The system will then perform the necessary calculations.
  6. ProceedContinue at: AAP Reports to thefurther nextdevelop step:and Reportsoutput > Select Reports.reporting. All viewed or exported reports will be run by the organizationalselected units.Filters.

Quick Tip: A banner at the top of the Select Reports pagetab will indicate a filter has been set. Before running a standard AAP, in conformance with Federal requirements, return to Reports > Filter and restore the default setting.

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 (if applicable)

Sub Plans

The output can be filtered for one or more sub plans.

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


Master plan 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.

Quick Reminder: Data entries for Rollups are not required by the system. However, blank data entries can impact the accuracy of Rollup results. So check the relevant column on all Data tables to ensure desired entries are present.