Hi everyone,
I've been experimenting with embedded reports. I created a report through the "Create Report" menu. I then selected the "Create From Scratch" option and chose our GeneralLedgerTransaction business class. I am now trying to personalize and add filters to the reports. I see that I can filter for an individual account at the base level via FinanceCodeBlock.GeneralLedgerChartAccount = "1." This filter returns all transactions at the base level for account "1."
Is it possible to filter for leaf elements of FinanceCodeBlock.GeneralLedgerChartAccount = "Expense" where "Expense" is a summary node with accounts 1, 2, and 3 as leaf elements, and where the report yields transactions for accounts 1, 2, and 3 at the base level? I could manually define the leaf elements but my end goal is to have dynamic filter that can be used in URL links.
I see similar functionality in Global Ledger >> My Reports >> Account Analysis. Users can select an account at base or summary level in the Account Analysis form. After users make an account selection, that selection is transferred to a list on the same form. The list is built from the GeneralLedgerChartAccount business class, where our chart account hierarchies exist and are maintained. A user then selects an account from this list, either at the base or summary level, and presses a "Load Transactions" button. This populates the GeneralLedgerTransaction detail on a third list that comes from the GeneralLedgerTransaction business class. It seems that what I am trying to do is being done here, and that relationships exist between our account definitions and general ledger transaction data. If so, was trying to see how this and the leveraging of existing relationships could be leveraged on report filters.
Thanks in advance for the help.
Best regards,
Jose
