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Small and medium business | Business Central, N...
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Business Central Financial Reporting Filtering withing options

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Posted on by 5

Problem.... When filtering financial report it still populates data outside the filtered criteria. 

My report is set up to display all month's actuals to budget with variance and YTD totals.

In March we are working on February closing and do not want to include March entries that are already being entered.

Even though filter is set to only include Jan and Feb the data populates March which skews the YTD columns.

How do I get it to suppress months not included in filter?

pastedimage1679527258522v1.png

If I filter on Jan the Feb and Mar columns still populate.

Filter entry is done at this level. Does not matter what filters I apply in options it always displays all data available in all columns.

pastedimage1679527532597v2.png

  • Suggested answer
    Valentin Castravet Profile Picture
    27,891 Super User 2025 Season 1 on at
    RE: Business Central Financial Reporting Filtering withing options

    if you're still looking for an answer to your original question - in the your column layout are you using the comparison period formula or comparison date formula field?

  • CandiF Profile Picture
    5 on at
    RE: Business Central Financial Reporting Filtering withing options

    I ended up creating a new financial report for each month to get around the filtering issue.

  • Suggested answer
    Marco Mels Profile Picture
    on at
    RE: Business Central Financial Reporting Filtering withing options

    Hello,

    Is this a custom report?

    Thank you.

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