Custom Reports: Multiple Filters
When I run custom reports I sometimes would like to apply a filter that covers multiple items. For example, a Zip Code filter that shows multiple zip codes or a fund filter that includes several funds. Unfortunately, the Custom Reporting does not include the same multi-select feature as Filter reports.
I don't know the backend setup that makes these different, but it is odd that I cannot do the same function in both report types. Unfortunately, filter reports have the multi-filter function but limit the fields I can filter on/include.
Kevin Lugo
shared this idea
9/13/2024:Custom Reports: Added the ability to create multiple filters for the same value. This will allow for is and is not filtering for the same value.
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Suzanne Veentra
commented
This would be very helpful. I am running reports trying to catch all grantees in a certain catchment. I use the zipcode filter for the overall catchment but want to exclude multiple City names that live outside of the target area. I need to export the report and then use Excel to do further filtering. Having the ability to exclude multiple cities within CSuite would be much more efficient.
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Sue Jensen
commented
The more options we have when creating reports the better the system will be.
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Sally Weldon
commented
check out the "edit" feature in custom reports, it has a toggle to make the report criteria all "or - could help - not sure what your report group is and the selections you want to make.
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Susan Lotreck
commented
Yes! This is very much needed in all reports of Csuite!
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Christine Cunningham
commented
When creating a custom report and using the filter option, it would be extremely helpful to have an option to select more than one account number (or name) when running a general ledger report.
This is also something that would would be helpful in other filters.