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Tip of the Week: Saving Report Selection Criteria

Saving Report Selection Criteria SAP Business One

Saving Report Selection Criteria SAP Business One

There are a couple of Accounting Reports that you can save the Selection Criteria so you can run the same report time and time again.  The reports include General Ledger and Document Journal.

The General Ledger Report enables you to generate a list of journal entries posted to the company database according to various criteria.

The Document Journal report displays in detail journal entries created manually or automatically by documents produced in SAP Business One.

Steps to save the Selection Criteria:

  1. Click on the General Ledger Report or Document Journal under Financials\Financial Reports\Accounting.
  2. Press CTRL and A at the same time.
  3. Enter a meaningful name in the Selection Criteria Name Box.
  4. Set all of the required selection criteria for the report.
  5. Click Save at the bottom of the form.

Steps to run the report: 

  1. Click on the General Ledger Report or Document Journal under Financials\Financial Reports\Accounting.
  2. Click on the circle in the Selection Criteria Box or right click on the field.
  3. The List of Reports – Selection Criteria box appears.
  4. Select the appropriate name of the selection criteria.
  5. Click the Choose button.
  6. The selected selection criteria set are populated.
  7. To generate the report, click OK.

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