Allow for Report Filters to exclude specific items, particularly accounts
i have reports for projects where only some of the G/L accounts are eligible. I have to manually remove them from reports instead of just excluding. If including is a feature, make excluding a feature too!
-
Colleen Hannon
- Dec 15 2025
- No Status
Related ideas
I have a definite need for an Exclude option. We have certain accounts in period 13 that do not need to be included on some reports. If I could Exclude by Account Code for two codes, it would be significantly easier than having to Include a number of ranges to get the report I need.
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.
It would be so much easier to be able to exclude a small range of items from a large list, rather than having to put in a large list of items we require and have to remember to update that list for new additions.
This would be extremely helpful