Filter

  1. Specify this information:
    Column Basis

    The selection basis for the column. This is required for Data, Continuation and Heading columns only.

    If Account code is used as the basis of one column, you cannot use any other column basis codes for other columns in the set. However, if Account code is not chosen, you can define columns using any of a variety of different column basis codes, if required.

    Note:  If the columns use Account Code as the basis, then the table rows that are used with the table column must not use Account Code as the row basis, and vice versa.

    If the financial table rows used in conjunction with this column definition contain table rows based on account codes, then this option can be left blank if no further selection is required.

    From/To

    If you have entered a Column Basis, enter the code, or range of codes, to be used to select the transactions to be included in this column. You can use masks by entering '*' asterisks in the character positions to be ignored.

    Note:  If the Report Corrections option is set in Ledger Setup (LES), correction transactions are included in the transactions selected for the column.
    Selection 1-3

    Up to three selection criteria can be selected to further restrict the transactions selected for the column.

    Selection From/To 1-3

    If you have entered a selection criteria, you can enter a code, or range of codes, for this criteria to restrict the transactions reported in the column.

    Actual/Budget Ledger Code

    The ledger from which the data is taken for the report. Select A for the actuals ledger, or B to K to select a budget ledger.

    Business Unit

    The business unit code from which figures are taken from the specified ledger, for the column. If you leave this field blank, data is taken from the current ledger.

  2. Save your changes.
Parent topic: Setting Up Financial Table Columns