Natalie Burgess (Customer) asked a question.
How can I filter reports?
In particular, our Interest Bearing Deposit Listing of Accounts is bringing up ALL accounts that have ever had an IBD balance dating back years. The majority of accounts listed on this 180 page report have a zero balance. These zero balances are irrelevant now and should not even appear on this report. At worst we should be able to filter the report to only include accounts with a balance greater than zero, but there doesn't appear to be this function. Formatting an Excel report to get the required report is impractical.
We went through and manually closed all IBD's in LEAP with a nil balance. Took quite a bit of time but tidied up the report. We were advised when we started with LEAP 18 months ago it was the only option at that time.