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Small and medium business | Business Central, N...
Unanswered

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

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Posted on by 311
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.
I have the same question (0)
  • Suggested answer
    KasparsSemjonovs Profile Picture
    4,764 Super User 2025 Season 2 on at
    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.
  • Suggested answer
    YUN ZHU Profile Picture
    95,331 Super User 2025 Season 2 on at
    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)
     
    Hope this helps as well.
    Thanks.
    ZHU

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