Special Accounts - Intermediate Landing Page

[lubos]

Removing from ideas because I think this has been solved with new custom reports.

Under Special Accounts tab, you would create new custom report where you Group by by column that diffenciates them (I assume that would be some kind of custom field).

Then viewing the custom report, it would give you total balances per each group. Clicking onto total balance would take you to that specific group of special accounts.

Renamed "Advanced Search" to "Custom Reports" and making the feature look report-like

It took a while to get to this point but new custom reports are now in the latest version (24.2.23) You can now turn your data within any tab into a custom report. The first change is that Advanced Search button has been renamed to Custom Reports. [image] When you create New Custom Report, the form will look similar to this: [image] You can select columns which you’d like to see on your custom report. Apply filters using Where option, sort your results using Order by and optionally if you…