Filter a Financial Section by Account Numbers in the Financial Report Builder

 

1. Navigate to Reports > Financial > Income Statement > Customize Summary

2. Click on any Financial Section on the Layout field (For example click on Expense)

3. Go to Section tab

4. Click Edit Criteria button

5. Click Ok

6. Put a check mark on Use Expressions

7. Select "Account number" on the Filter column >

8. Select "is" in the Account Number dropdown list > Type the Account Number > Click "Ok"

9. Select "Or" in the "And/Or" column

Note: Repeat steps 8 to 9 to specify the other Account Numbers that you would like to display in the Financial section.

For example if would like to see Account numbers 10, 11 and 12 the format should be:

Account Number is 10 Or

Account Number is 11 Or

Account Number is 12