Report Filters in Sage Intacct

By | July 19, 2021

Reports are very important to manage and review the data. Accounts team in a large organizations have difficult time in managing the vendor lists of various suppliers. Reports make the work easy and using the filters removes the unnecessary data from the reviewing. The filters you select have an impact on how your report’s data is displayed.

The columns from a primary data source are used as a first set of filters. Also, the information connected to the primary data source can be used as filters.

You can select the primary filters you want to utilize in your report along with the different operators
available for filtering.

  • Equals: The data entered in the value field matches the data in the selected column.
  • Less than: The number entered in the value field is less than the value of the number in the specified column
  • Greater than: The number entered in the value field is larger than the value of the number in the specified column
  • Less or equal: The number entered in the value field is less than or equal to the value of the number in the specified column
  • Greater or equal: The number entered in the value field is greater than or equal to the value of the number in the specified column.
  • Not equal to: The data entered in the value field does not match the data in the selected column.
  • Contains: A character or group of characters in the selected column matches the character or group of characters in the value field.

Filter can be applied to the report by follow the below steps:

Consider a custom report that contains a vendor list, and we applied a filter that only displays merchants whose names contain the value “Prida”

  1. Navigate to the report to which we would like to apply a filter.
  2. Click the Edit button next to the report name to edit it.
  3. Select filter report step from the list.
  4. Since we need to find the records that has “Prida” in it, choose contains operator in the operator section.
  5. Fill in the value “Prida” for filter text under value field.

Report Filter

6. User can apply multiple filters together in the available rows.
7. Once all the filter criteria are set, click the View button in the upper right corner.

Custom Report_1

8. All the records that has a name Prida are displayed in the report.

So, filters in a reports are very reliable when working with huge amount of data and only data with selected conditions/criteria are required. It also helps in quicker review process and hides the data that is not required.

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