Hi, 

Yes, to filter data using the Consolidated Report Designer report you can add filters to all sub-reports that includes the field in which you wish to filter. There are different methods used but one idea is to filter the FiscalYear field for all sub-reports:  For each of the sub-reports that use the FiscalYear field you will need to add a filter by first selecting the sub-report (in the left tree window), then selecting the Filter tab (in the right Properties window) then select the Add button. Choose the FiscalYear field, then choose the Comparison Method - you can try 'Greater than 2017')  Then add this filter to every sub-report that includes FiscalYear (Actuals, Budgets, FiscalYrDtl, Opening Bal, Settings).  I suggest making a copy of the report and testing to make sure you get the data you need first.   Note that  using a specific year, as the Comparison Method will force you to change the filter over time.  Another option is to use a System Variable @YEAR@ for the filter.  

This is a bit more advanced but you can also add a Parameter giving the user the choice of which year to filter on by doing the same thing under the Parameter tab, however, you would need to set up Pass Through Variables with 'Lookups' within the Container so that the user does not have to select the Parameter for every sub-report that runs.  Here is a link to videos and the definition of a Pass Through Variables: https://www.sageintelligence.com/?eros-webcast=learn-pass-variables-use

Also: How to Add a Lookup to a Pass-Through Variable: https://www.sageintelligence.com/tips-and-tricks/sage-intelligence-tips-tricks/2015/03/add-look-pass-variable/

I hope this is helpful and I'm happy to help further with any of this information.  

Thank you, 

Sandra. 

Hi, 

Yes, to filter data using the Consolidated Report Designer report you can add filters to all sub-reports that includes the field in which you wish to filter. There are different methods used but one idea is to filter the FiscalYear field for all sub-reports:  For each of the sub-reports that use the FiscalYear field you will need to add a filter by first selecting the sub-report (in the left tree window), then selecting the Filter tab (in the right Properties window) then select the Add button. Choose the FiscalYear field, then choose the Comparison Method - you can try 'Greater than 2017')  Then add this filter to every sub-report that includes FiscalYear (Actuals, Budgets, FiscalYrDtl, Opening Bal, Settings).  I suggest making a copy of the report and testing to make sure you get the data you need first.   Note that  using a specific year, as the Comparison Method will force you to change the filter over time.  Another option is to use a System Variable @YEAR@ for the filter.  

This is a bit more advanced but you can also add a Parameter giving the user the choice of which year to filter on by doing the same thing under the Parameter tab, however, you would need to set up Pass Through Variables with 'Lookups' within the Container so that the user does not have to select the Parameter for every sub-report that runs.  Here is a link to videos and the definition of a Pass Through Variables: https://www.sageintelligence.com/?eros-webcast=learn-pass-variables-use

Also: How to Add a Lookup to a Pass-Through Variable: https://www.sageintelligence.com/tips-and-tricks/sage-intelligence-tips-tricks/2015/03/add-look-pass-variable/

I hope this is helpful and I'm happy to help further with any of this information.  

Thank you, 

Sandra. 

Here is a great video on how to use Pass Through Variables: https://www.sageintelligence.com/tips-and-tricks/sage-intelligence-tips-tricks/2015/03/add-look-pass-variable/

Do you have step by step instructions on how to do this? Could you tell me the easiest way to do this?

I provided steps for adding filters above which is the easiest way although 'easy' is relative. If you are asking about steps on Pass Through Variables then I have a document that might help but I cannot upload it.  I will need to email it.  My email is [email protected].  The video 'How to use Pass Through Variables' is the most helpful as it includes much more information than most documents would include.  The easiest way is not always the best way - there are so many options.