YTD Budget Report - Remove unused funds
Description of Issue
How to remove any funds on YTD Budget report that no longer have activity
Context
YTD Budget Report
Hide
Suppress
Exclude
Unused
Cause
Overtime there are unused funds that site would like to avoid reporting on
Resolution
If there is no activity on the Expense and Revenue accounts the Report Option for Suppress Zero Amount Accounts could be selected
Accounts could be set to inactive in Account Master, then run YTD Budget Report for only Active accounts
Additional Information
Site could use query builder's query wizard option to make a complex account selection criteria that simply pulls all needed funds while excluding unneeded funds. Saved queries can be loaded and executed as needed