Reporting: Filter Unposted Transactions

Reporting: Filter Unposted Transactions

How to filter unposted General Ledger transactions in drilldown

About this course

Jim Hummer of Solver Support adds a General Ledger Transactions "Posted" filter. This video is recorded in Dynamics SL, however, the concept of filtering the data display by posted/unposted applies to any program with these transaction-based distinctions.

Topics include:

  • Reporting on General Ledger Summary data, which only include posted transactions
  • General Ledger Transactions - Posted filter
  • Drilldown in a BI360 Report Designer report to view posted/unposted transactions

Posted 12/18

About this course

Jim Hummer of Solver Support adds a General Ledger Transactions "Posted" filter. This video is recorded in Dynamics SL, however, the concept of filtering the data display by posted/unposted applies to any program with these transaction-based distinctions.

Topics include:

  • Reporting on General Ledger Summary data, which only include posted transactions
  • General Ledger Transactions - Posted filter
  • Drilldown in a BI360 Report Designer report to view posted/unposted transactions

Posted 12/18