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How to run Transactions for Period by Company Group

  • 11 November 2022
  • 6 replies
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Userlevel 4
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Hello - Does anyone know how I can get the Transactions for Period report to run by a Company Group? I can run the TB reports by Group but for some reason not the Transactions reports.. I have a feeling it has something to do with the Org fields but I am not sure how to correct.

Transactions for Period:

Trial Balance Detailed:

 

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Best answer by ashleyb 17 February 2023, 03:16

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6 replies

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Hello,

I can’t help with your schema builder question above but I wonder if you have checked Additional Sort & Filters to see whether Company Group is an available option in the Transactions for Period report parameters:

 

The sample company above has no company groups but I’m hopeful you will see an option to choose Company Group in the Additional Filtering Conditions, Property list.

Badge +18

Too late to edit above… if you don’t see Company Groups in filters, will probably work to select the branches individually in Additional Filtering conditions with multiple lines, then save the filtering conditions as Report templates by company groups.

Example:

(GLTransaction.Branch     Equals     Branch1      Or

(GLTransaction.Branch     Equals     Branch2      Or

(GLTransaction.Branch     Equals     Branch3      Or

(GLTransaction.Branch     Equals     Branch4)     

Save Template with name Company Group A.

when users need the report for combined company groups, they choose the proper template with Template drop-down.

Badge +18

Hello @ashleyb ,

Were you able to find a solution?  If not please post details of what you tried so we can further help you.

Thank you.

Userlevel 3
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You need to set up the company group and then they will become an option.

 

 

Userlevel 4
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Thank you both for your help! I actually did try adding multiple branches at first under the additional sort and filter options and that did not work. Looks like I had to replace the OrganizationID with the OrgBAccountID in the schema builder and that did the trick!

Userlevel 7
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Thank you for sharing your solution with the community @ashleyb !

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