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Coming Soon: Equity Balances "Exclude Worktag" Prompt

Several financial reports will be updated the week of Monday, September 8 to include an "Exclude Worktag" prompt. This prompt will allow users to filter out worktag combinations for a more targeted report output. The reports with this new prompt include those listed below.

  • Equity Balances by Balancing/Carry Forward Worktags
  • Equity Balances by Balancing/Carry Forward Worktags Annual Trending
  • Equity Balances by Balancing/Carry Forward Worktags - Summary
  • Plan Versus Actuals by Plan Worktag
  • Plan Versus Actuals by Plan Worktag - with Ledger Account