Statement of Activities Functional Expense Filter
Add filter option for functional expenses on the statement of activities report. We budget for the functional expense accounts separately and it would be great to have the option to run a budget to actual report for just one functional expense grouping.
Wendy Ponting
shared this idea
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P.S. I know this is not an easy button, but you can create an account activity report. The filter by account and select all of the accounts for a specific functional expense. Saving the filter would allow you to run this in future months.
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Wendy Ponting
commented
see screen shot
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Wendy Ponting
commented
The current option is the chose each individual gl account with the functional expense. This is not ideal because it is easy to skip an account or forget to add a new gl account to the report.
Additionally, the filter section of the report is so large that it takes up my entire lap top screen or the majority of the first page of the report (see attached).I do have the option to change my zoom to 67% on my laptop or export the report but neither are great options for long term.
