Would love to be able to see a report filter that excludes specific accounts.

In the case of departmental budget reports, I'd like to be able to run the entire department, but exclude the salary accounts as it's irrelevant to the department head.

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  • Dec 9 2024
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  • Bailey Peterson commented
    04 Sep 13:15

    It would be so beneficial to be able to exclude more sub-chart elements like specific account, fund, project like you can with fund custom fields. Please include the "exclude" button on all fields in the chart organizer, and keep a default Trial Balance that is not filterable so there is a "source of truth" to compare reports to.

  • Emily Darnielle commented
    November 04, 2025 16:14

    Yes, it would be nice for reports to have the filter option to "exclude" not just "include."

  • Karen Raybuck commented
    September 15, 2025 14:26

    I know you get set up Queries and use those to exclude things, but why does it have to be than complicated when a simple "Exclude" in addition to "Select" or "Range" in the report Filter section would be a lot easier than managing multiple Queries.

  • Karen Raybuck commented
    September 15, 2025 14:19

    Just as "Select" is an option, Exclude" should be an option on all filter fields . Shouldn't have to try and set Ranges all around the one or two things that you want to exclude.