Filter list by (general ledger and chart of accounts)

The Filter list by section in Business Central allows you to add filters on specific fields to reduce the number of displayed records.

If you do not see the filter pane, click the funnel icon to reveal it. To add a filter, select + Filter, select the field that you want to filter by.

Next, apply filter criteria to any field(s) to reduce the number of rows displayed. For example, the screenshot of the G/L below has been filtered to only show transactions hitting asset accounts (in the 1000 range) with a Posting Date after 1/1/2025.

For more information on the syntax to use when typing filters, please see the Filter Expressions section at the end of this Knowledge Article.

If you are filtering by a column that is displayed in the General Ledger, you can click into the dropdown of the column to display options. From here, you can choose Filter, which would add this column to the side filter pane and require you to type in your filter, or you can choose Filter to this value which will filter the by the value in the column without requiring you to type in the filter; you will still see the filter appear in the side filter pane and can adjust as needed.

Filter totals by (chart of accounts)

Some lists, such as the Chart of Accounts, display calculated amounts and quantities. The Chart of Accounts not only includes a Filter list by section, but also a Filter totals by section, which functions differently.

Filter totals by allows the user to adjust dimensions that influence calculations, as opposed to reducing the number of rows displayed. For example, you can analyze your Chart of Accounts by filtering amounts within a specific time period, specific fund(s), etc., and then drill down into the calculated totals to see the transactions making up these amounts.

For example, the screenshot of the Chart of Accounts below has been filtered to show totals of transactions after 1/1/25 and only for those in Department 01.

Here is the same unfiltered Chart of Accounts. Notice the Net Change, Balance, and Bank Balance totals are now unfiltered. Filter totals by did not change the number of rows displayed, but instead filtered the transactions making up these calculated totals.

Filter Expressions

A filter expression is an operator to use when filtering data in Business Central. This is the syntax to use when typing in "Filter list by" or "Filter totals by."

export to Excel

After filtering lists, you may want to export the list to Excel to further analyze. Please note that once a list is exported, this is static data and will not update as data in Business Central is updated.

To export a list to Excel, click on the arrow icon and choose "Open in Excel."

Keywords: Filter Expressions, Business Central, Expression, Symbol, Chart of Accounts, General Ledger, G/L Entries, COA, Filter List By, Filter Totals By