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Reporting - Option to "exclude" rather than deselect in filters

The filter right now only allows to select all or select/deselect some, but sometimes it would be easier to be able to just exclude something (an account, a group of accounts, a contact, an invoice etc).

23 votes
Barbara Fusco shared this idea  ·   ·  Report…  ·  Admin →
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  • Cameron Smith commented  ·   ·  Report

    I'd like to be able to exclude contacts from the Payable Invoice summary and others.

    For example I'm trying to make a report that shows me outstanding invoice to suppliers. But excludes shareholder employees. To better understand our committed costs, and liabilities to "external" parties.

  • Sarah Pickard commented  ·   ·  Report

    Can we please have the option to EXCLUDE fund codes from I&E reports rather than include? We add new fund codes regularly and with 17 schools this means I need to edit the layout of so many reports each month. If we could simply exclude the ones we don't want I would not need to edit the layouts

  • Sarah Pickard commented  ·   ·  Report

    We really need this option for I&E reports. We use fund codes a lot and are often adding new ones for school trips, we are then required to edit the layout for 3 reports for each of our 17 schools every month

  • Judy Watson commented  ·   ·  Report

    This feature be especially helpful in the General Ledger/Transactions reports, so could exclude accounts that have significant number of transactions eg Sales Accounts, Bank Account, GST.
    By only being able to select to include, if add a new account have to remember to update all reports to then include the account, rather than it automatically being included in using the exclude option.

  • Jamie Shaw commented  ·   ·  Report

    Surprised this wasn’t already possible! I was just trying to filter out some results, wanting to say Description field DOES NOT CONTAIN <string>. Looks like I'll have to export the data.

  • Heather Bernard commented  ·   ·  Report

    I would like the exclude feature in both the bill and invoice options - really any search field. Can you program a wildcard feature like other software have. For example, '<>' to exclude or include all with '*' wildcard? Or have an include/exclude checkbox and then a field to enter the text to include/exclude.

  • AIM Admin4 commented  ·   ·  Report

    Yes this would be a great option, especially to exclude a contact group or contact would be invaluable. Because if you use the include and take out the contacts you want, you get a big list at the top of the report, which doesn't look good and no way to hide it.

  • Jenny O'Leary commented  ·   ·  Report

    For me it is the Invoice detail report, but all reports would be handy to have this function

  • Trista Chan commented  ·   ·  Report

    In "Account Transactions report" Sometimes I just want to exclude one contact.
    I will have to click all of my contact (and that's so many) and unclick one...

    And same goes to sourcing choosing in the same report.
    I just want to filt out "Spend Money" "Receive Money" and keep the rest

  • Barbara Fusco commented  ·   ·  Report

    The one I am thinking of is the Account Transactions report. All filters should have an "except" filter within them, it would just make reporting so much quicker than having to tick/untick all of them one by one.