Filter to exclude certain items
PeterW
Member Posts: 5 Novice Member
Hi there,
Using Reckon Accounts Premier Edition 2015.
I have created a report listing general journals but I want to filter out (i.e. exclude) certain transactions by the field 'number'. These journals are imported and all start with "SP" (e.g. SP1087).
Is there an 'exclude' operator I can use?
I tried using a range in the number field (e.g. 1 - SOZZZZ) but for some reason when I save the modification to the report, Reckon reverses my entry to SOZZZ - 1 and the report returns no records.
Peter
Using Reckon Accounts Premier Edition 2015.
I have created a report listing general journals but I want to filter out (i.e. exclude) certain transactions by the field 'number'. These journals are imported and all start with "SP" (e.g. SP1087).
Is there an 'exclude' operator I can use?
I tried using a range in the number field (e.g. 1 - SOZZZZ) but for some reason when I save the modification to the report, Reckon reverses my entry to SOZZZ - 1 and the report returns no records.
Peter
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Comments
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Hi Peter,
Unfortunately there is no exclude.
You can modify the report to show numbers between say SP1087 and SP1090.
But otherwise I would normally export to excel and use your filters in there.
Kind regards,
Sally McIntosh (sally@samsolutions.com.au)1 -
Thanks Sally. I did eventually find the way to sort the report so that these records are segregated, which will do for now.
An 'exclude' filter would be nice in Reckon. I was using Microsoft Dynamics AX in my last role and it had this capability so I got quite used to it!
Regards,
Peter.
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