{"schema":"exacc.help.page/1","url":"https://exacc.au/help/report-filters/","title":"Filter a report","description":"How report filters work in Exacc: Update filters, Apply filters, dates remembered between reports, search inside a report and refresh.","category":"Reports","summary":"Most reports open with **Apply filters to view data**. Click **Update filters**, set the dates and other filters, and click **Apply filters**. **Search…** narrows the rows shown and **Refresh** runs it again. Exacc remembers the dates you last used.","lastVerified":"2026-10-09","apps":["app"],"processIds":["all_reports"],"start":{"label":"Open Reports","url":"https://app.exacc.au/{dbId}/reports"},"menuPath":["Reports"],"steps":[{"step":1,"title":"Set the filters","body":["Open a report and click **Update filters**. Set the dates and anything else the report offers (accounts, contacts, employees, status). Click **Apply filters**; **Cancel** closes without running.","Exacc fills in the dates you last used on any report."],"url":"https://app.exacc.au/{dbId}/reports"},{"step":2,"title":"Work with the results","body":["**Search…** filters the rows on screen. **Refresh** runs the report again. The full-screen button gives it the whole window."]}],"sections":[{"heading":"Profit & Loss, Balance Sheet, General Ledger, BAS","body":["These have their own settings windows (see their pages), opened with **Update**."]},{"heading":"After Cancel","body":["**Cancel** closes the filters, but a later **Refresh** may use what you typed. Click **Update filters** and **Apply filters** again to be sure."]}],"related":["https://exacc.au/help/how-to-access-reports-dashboard/","https://exacc.au/help/export-report/","https://exacc.au/help/profit-and-loss-report/"],"linkNote":"Links containing {dbId} open that screen in the business file whose id is dbId. A person can also open this help page with ?db=<dbId> to get the same links as buttons."}