Visma Net
Create a report with filters
In Visma Net you can create a report with additional sorting, regardless of which modules or report you are working with.
How to create a report with additional sorting
- Open the report for which you want to create a report with additional sorting.
For example: Go to the Transactions for period (GL633000) window. - Go to the Report parameters tab.
- In the Ledger ID field, click to select General ledger.
- In the Period field, click to select which period you want to see.
- In the From account field, click to select the account you want to make a report of.
- In the To account field, click to select the same account as you did in step 5 - in order to see only one account.
- Go to the Additional sort and filters tab.
- Underneath the Additional sorting conditions section, under the Property column, click one of these default sortings.
- A little arrow is displayed to the right in the same cell. Click the arrow and select the sorting properties you want.
- Click in the cell to the right, under the Condition column.
- A little arrow is displayed to the right in the same cell. Click the arrow and select how you want your report to be sorted.
By default the system shows Ascending. - Click the Run report.
You have made a report where you will see all transactions done on the account and in the period that you selected.
If you click in the report, you can change the sorting and run the report again.