Exclude reports from SmartFilters

TOTAL’s SmartFilters allow you to exclude reports prior to a certain date.  Follow the instructions below to enable this option and specify a date:

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You can also exclude entire folders and directories from SmartFilters accounting information.  Click here for instructions on selecting a folder in TOTAL's Appraisal Desktop and excluding it from SmartFilters.

  1. From the Appraisal Desktop or while you're in a report, click Tools on the upper left and select Configure Settings.

  2. Click the General category on the left.

  3. At the bottom of the General Settings, check the box beside Exclude reports from SmartFilters…

  4. Once you've enabled the option, manually enter a date or click the calendar icon to select a date to exclude reports if the bill paid date or invoice date is prior to the date you specified.

  5. When you’re finished, click Save & Close on the lower right.