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Set an accounting structure as default in BR

  • September 11, 2023
  • 1 reply
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Zuha Samsudeen
Hero (Partner)
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Hi

I have created an accounting structure and wants to use that when loading income statement through business reporter.

May I know how can we set that as the ‘default’ to be used when loading income statement through business reporter.

Best answer by Tracy Norwillo

@Zuha Samsudeen 

Hi Zuha - You can set the default structure using a filter set at the workbook level.  Put the sample IS report into Design Mode, then navigate to the Report Book tab to set the filter.

 

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  • Hero (Partner)
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  • Answer
  • September 11, 2023

@Zuha Samsudeen 

Hi Zuha - You can set the default structure using a filter set at the workbook level.  Put the sample IS report into Design Mode, then navigate to the Report Book tab to set the filter.