How to Multi-Select Accounts in the General Ledger Report
Quickly segment and analyze your accounting data by selecting multiple accounts in the general ledger report. This feature lets you focus on specific groups of accounts and streamlines your financial review.
Step 1: Open Reports from the main navigation.
Step 2: Choose the General Ledger report from the list.
Step 3: Click the Accounts dropdown.
Step 4: Simply click on each account you want to include from the dropdown. You can also use the search function to find and select accounts by name.
Step 5: To remove your selections, simply clear the filter.
Additional Tips: Use the export button in the upper right hand corner of the window to export the report to a .csv file (with filters applied).
Multi-selecting accounts lets you easily segment your general ledger by related accounts or focus on particular segments. It’s a useful way to compare account groups directly within VRTrust, saving you time and helping you drill down into deeper key financial insights.