In our previous article, we discussed the remaining parts of the Edit Columns page on the Financial Report Builder (FRB). Now, let’s delve into the remaining interface of the FRB: Filters, Sorting, and More Options pages.

Filters

You can choose filtering options to narrow your report data on this page. These filters apply to the entire report, whereas the grouping and selection criteria defined on the Edit Layout page filter data for specific sections.

If you want the filter in the Values column to be included in the report footer, mark the box in the Show in Filter Region