Hi. Thank you for your videos. This is very helpful. I have a question. Is there way I can filter data based on calculated column. Let's say there is column A and Column B. I made calculated column C ( A-B). In the report, I just want to filter data above a certain value like C >= 10. I will see a report showing all the data where calculated column C is more than equal to 10... Can I achieve this in the custom report? Thank you.
Hi @jongcheulkim7284, unfortunately, the only custom reporting options that we use here at Bangert that allow you to filter results based on calculated values are ICRW and Velixo. Depending on your needs, you could potentially export your report to Excel or CSV and then turn on data filtering to achieve a similar effect.
Can you run unposted reports in Intacct? I'm trying to run an unposted trial balance to ensure my entries reconcile. Do you have to post entries before trial balance updates or is there an option to run unposted?
Hi @rymastinable, thanks for the question! You cannot run the trial balance nor any of the General Ledger Intacct standard menu reports like the General Ledger report off "draft" transactions. You could easily create a custom report or ICRW report to include or only include those types of transactions in your design to get yourself an "unposted trial balance" report.
Hi. Thank you for your videos. This is very helpful. I have a question. Is there way I can filter data based on calculated column. Let's say there is column A and Column B. I made calculated column C ( A-B). In the report, I just want to filter data above a certain value like C >= 10. I will see a report showing all the data where calculated column C is more than equal to 10... Can I achieve this in the custom report? Thank you.
Hi @jongcheulkim7284, unfortunately, the only custom reporting options that we use here at Bangert that allow you to filter results based on calculated values are ICRW and Velixo. Depending on your needs, you could potentially export your report to Excel or CSV and then turn on data filtering to achieve a similar effect.
@@BangertInc Thank you so much for your help. I really appreciate. Plus, I really like all your videos. They are very helpful. Two thumbs up!!
@jongcheulkim7284 thank you for the feedback and we are happy to know that they are helping you!
Can you run unposted reports in Intacct? I'm trying to run an unposted trial balance to ensure my entries reconcile. Do you have to post entries before trial balance updates or is there an option to run unposted?
Hi @rymastinable, thanks for the question! You cannot run the trial balance nor any of the General Ledger Intacct standard menu reports like the General Ledger report off "draft" transactions. You could easily create a custom report or ICRW report to include or only include those types of transactions in your design to get yourself an "unposted trial balance" report.