Monday, March 18, 2019

Income Statement with Filter for excluding Account Numbers from the Budget folder times out

Solution: Remove the Budget > Account Number and add Budget & Financial > Account Number as a filter instead

Steps to resolve:

1. Reports > Saved Reports > All Saved Reports
---Find the failing report click Edit
---Go to the Filters tab
---Remove the Account Line: Number = Does not start with NN line
------ ** NN is the beginning number sequence of the group of accounts that are not to be excluded)
---If there is more than one of the  above filters remove them too
---Click Preview
-------Confirm it populates results within seconds
---Click on the Return to Customization (or Customize) link found in the footer of report
---Back on Filter tab
---Open Budget & Financial folder
---Select  Account Line: Number  = Does not start with NN
-------(same as noted in ** above)
---Click Preview
-------Confirm it populates results within seconds and confirm accounts starting with NN are not there
---Click Save

2. To confirm the save changes took place run the report again from the Reports > Recent Reports or Reports > Saved Reports > All Saved Reports

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