Enhancements to the Monthly Report

The Monthly Report was recently enhanced with the addition of two new filter options.

A Display Codes and Descriptions filter has been added to allow three different viewing options related to the Accounts:

  • Display descriptions only (default setting)
  • Display codes and descriptions
  • Display codes only

Previously, the Monthly Report only displayed account descriptions.

An Unformatted Data option has been added to the report output choices. Selection of the Unformatted Data output returns an Excel file that has no special formatting and a single row for column headings, making it the best source for pivot tables and other advanced spreadsheet analysis.

Users may need to clear their browser’s cache in order to take advantage of the enhancement.