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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 be applied to report displays.

After making selections in the relevant category below, click the [Save] button. Then, proceed to: Reports > Select Reports.

Filter on Sectors

If you have created optional Reporting Structure > Sectors, calculations for plan reporting can be run by Sector. Navigate to: Reports > Filter. 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. From Reports > Filter, select: Drilldowns.

Next, check off one or more Drilldowns.

Filter on Rollups (Master Plan)

For Master plan preparers, reports can be run, based on Reporting Levels > Rollups that were saved in the system. First, click the radio button for: This Plan.

Then, check off the Rollup units to include.