Combine two filters in an OR fashion in Trial Balance Detail/Summary

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Posted on by Hagru

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Hello!

I have an issue where I want to take out a report of accounts with balance >0 and net change >0.

I can add a filter saying /Balance <>0/ and get the right accounts, and I can add a filter saying /Net change <>0/ and get the right accounts. The problem is that I can't add them both, because then they will filter out each other.

Is there any way I can add a filter applying both these filters, in a way such as this: /Balance <>0 OR Net change <>0/, and subsequently get a report that includes accounts with one or more of the criteria checked?

Including accounts with a balance of 0 and net change of <>0, accounts with balance <>0 and net change of 0, and accounts with balance and net change <>0. Accounts that have balance and net change of 0, I still want to exclude.

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Business Central

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YUN ZHU 73,647 Super User 2024 Season 2 on at

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Combine two filters in an OR fashion in Trial Balance Detail/Summary

Just add some information, if customized, this can be done.

More details:

Dynamics 365 Business Central: Cross-column search (OR filters on multiple fields) ★FilterGroup(-1)

https://yzhums.com/28943/

Hope this helps as well.

Thanks.

ZHU
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KasparsSemjonovs 3,926 Super User 2024 Season 2 on at

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Combine two filters in an OR fashion in Trial Balance Detail/Summary

Hi,
You can try Financial reports (previously Account Schedules)
Just create lines for all accounts, and columns for Balance and Net Change. For the lines show = If Any column Not zero.

It Should show You only the accounts, that have a balance <>0, or Net change <>0.