! Important Tip !
Use the % (percent sign) in any filter field to populate the multi-select box with all available items.

 

The Account selection criteria can be used to narrow down which Accounts will be included in the resulting output.   By default (if no Accounts are selected), no filtering by Account occurs.

These codes are defined by the Administrator on the Admin >> Setup >> Add Accounts screen.

If you do not want to include all Accounts, you can use the Account  filter option and click on the filter icon () to narrow down the list of items in the multi-select box.  Once you have narrowed down the list, you can further select and de-select individual items in the multi-select box.

The options available to refine the items included in the multi-select box include:

Account Code filter field

Account Desc. filter field

Include inactive check box

 

  

Also, for more complex searching:

Learn more about using Wildcards in your filter criteria (e.g. % for all)

Learn more about comma separated lists

  

Note that after making any changes to the filter criteria, you will need to click on the filter icon () or enter  to re-populate the multi-select box.

 

The following options are also available to further refine what will display in the resulting output:

 

These controls will impact which accounts may be included in the eventual list or report output (and do not impact what may be included in the Account multi-select filter).