How to set thresholds in Variance Reports
Within both the Financials and Audit System templates, the following two variance reports are available:
- 30-402: Variance Report - by account number
- 30-403: Variance Report - by leadsheet
Users can access the properties of these documents and apply thresholds to them in order to filter them, to show accounts/leadsheets with a movement over the threshold set.
To assign thresholds to either document:
- Right-click on the relevant document, and select Document | Properties.
- Add a Threshold amount and/or a Threshold percentage, and ensure that the right selection is made in the And/Or picklist.
- Click OK.
The thresholds set will then appear in the header of the document and only the accounts/leadsheets above these thresholds will now appear in the report.