Filter Records

The Filter Records option in Report Writer (and the Flexible Financial Report Setup option in General Ledger) is used to add a custom filter (selection formula) to a report in order to print only certain records.  The record must match the criteria in the filter records formula in order to be included on the report.  If the filter records formula is blank, all records will print on the report.

Steps to Add a Filter Records Formula

Steps to Change a Filter Records Formula

Sample Filter Records Formulas