Setting Account Ranges

Published on February 12, 2016
  1. On the Account Ranges field set the subset of fields that you wish to see on the report.  If you wish to see all your accounts, skip to Step 12.  Note: No matter what you specify in the ranges, you can not receive information on accounts if you do not have access to those accounts.
  2. Use the checkboxes to choose whether to see Expenses, Revenues, and both.
  3. In the Dimension area specify a Low and High value to create ranges.  Any accounts within that range will appear on the report.
    1. Example 1:  To only see function 2660, set the Low FUNCTION value to 2660 and the High FUNCTION value to 2660.
    2. Example 2: To only see state & federal grants on the report, set the Low SRCE-FUNDS value to 300000 and the High SRCE-FUNDS value to 400000.
  4. To exclude certain funds within your specified ranges, use the Exclude Filters for Operating Statement Accts area.
    1. For this example, will we say that we want functions 1111, 1112, 1114, & 1116 to display on the report but not 1113 or 1115.
    2. We would have set the FUNCTION Low value to 1111 and High value to 1116.
    3. In the Exclude Filters for Operating Statement Accts area click the Addbutton.
    4. From the Range Field drop-down sleect EXPENSE FUNCTION
    5. Set the Low and High values to 1113.
    6. Click the More button.
    7. Set the new Low and High values to 1115.
    8. Click the Save button
    9. This would result in showing all functions between 1111 and 1116 excluding 1113 and 1115.

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