Filtering Reports in Navigator

Filtering reports in Navigator allows you to refine data and focus on specific transactions or details, such as viewing the journal of a transaction within the Transaction Report. This guide introduces the basics of report filtering, supported by a video demonstration.

Key Features of Filtering

• Customisable Views: Narrow down report data to specific criteria, such as transaction dates, account numbers, or journal entries.
• Improved Efficiency: Quickly locate the information you need without sifting through unnecessary data.

Example: Filtering a Transaction Report

1. Access the Transaction Report:

   • Navigate to the Transaction Report in the relevant module (e.g., Nominal Ledger).

2. Apply Filters:

   • Use the filter options to enter specific criteria, such as:
     • Transaction Date Range
     • Nominal Code
     • Batch Number
   • Refine the report to display only the relevant entries.

3. Locate Journal Details:

   • Once filtered, you can view the journal linked to the transaction for further analysis.

Video Demonstration

The accompanying video provides a step-by-step walkthrough of how to filter reports in Navigator, including practical examples like identifying a transaction’s journal entry.

Benefits of Filtering

• Targeted Analysis: Focus on relevant data, saving time and improving accuracy.
• Enhanced Troubleshooting: Quickly trace errors or discrepancies by isolating specific transactions.
• Custom Reporting: Generate tailored views that align with your reporting needs.