---
title: "About data filtering criteria"
description: "Data filtering criteria specify how the data will be selected from the database."
lang: en
languages:
  en: https://docs.vismasoftware.no/visma-net-erp/help/general-ledger/manage-analytical-reports/data-source/about-data-filtering-criteria/index.md
lastmod: 2026-02-19
---

> Documentation index: https://docs.vismasoftware.no/visma-net-erp/help/general-ledger/manage-analytical-reports/data-source/llms.txt


# About data filtering criteria

Last modified February 19, 2026

> Data filtering criteria specify how the data will be selected from the database.


These criteria can be defined for the whole report, for a unit, or for any specific row or column in the report. Usually, the criteria defined for the rows and columns reflect the report structure: They specify how the report data will be grouped in rows and columns.

Data filtering criteria specified for a report or individual row or column in the report include the following:

Specific group of accounts and subaccounts
:   The specific group of accounts and subaccounts used to limit the volume of data to be included in the report

Specific period
:   The limited time period used to set the time frame for the data to be used in the report

Type of amount
:   The specific amount type to be used in the ARM report (in the whole report or in a separate row or column), such as the beginning balance amount or ending balance amount

## Specific group of accounts and subaccounts

To filter out the data that is not related to the specific account and subaccount, or set the range of the accounts and subaccounts to be used for data filtering criteria in the report, you should define the account and subaccount ranges.

To specify the group of accounts and subaccounts to be included in the report, you can use the **Account class** value. To set additional limitations and select the specific accounts, subaccounts, or both as data filtering criteria, you should set the values of the **Start account** and **End account** parameters.

If the accounts specified in the **Account class**, **Start account,** and **End account** fields have no common data, **Null** values will be displayed in the report rows, columns, or both.

Note: You can use the denominated accounts for retrieving amounts in a foreign currency.

## Specific period

To set the specific periods for the data to be included in the report, specify the **Start period** and **End period** parameters.

The data related to the periods not included in the selected one will be filtered out and not included in the report.

## Amount type

To define the type of amounts that should be used in the report lines (displayed or used in calculations), you should specify the **Amount type** parameter in the **Data source editor** dialog box. The following types of amounts can be selected: **Turnover**, **Credit**, **Debit**, **Beg balance**, **Ending balance**. These types of amounts can be specified for use in the whole analytical report or for a separate row or column.

You can also use the amounts in a foreign currency retrieved from the denominated accounts by specifying one of the following parameters: **Curr. turnover**, **Curr. credit**, **Curr. debit**, **Curr. beg. balance**, **Curr. ending balance**.

If the **Amount type** parameter is not specified for any report item (such as row or column), the **Null** value will be displayed in the report row or column.

### Parent topic

[About the data source](https://docs.vismasoftware.no/visma-net-erp/help/general-ledger/manage-analytical-reports/data-source/data-source-overview/index.md)

[About row attributes](https://docs.vismasoftware.no/visma-net-erp/help/general-ledger/manage-analytical-reports/row-sets/about-row-attributes/index.md)

[About column attributes](https://docs.vismasoftware.no/visma-net-erp/help/general-ledger/manage-analytical-reports/column-sets/column-attributes/index.md)

Related reference

[Report definitions - reference information](https://docs.vismasoftware.no/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/index.md)

[Row sets - reference information](https://docs.vismasoftware.no/visma-net-erp/help/general-ledger/general-ledger-windows/row-sets-cs206010/index.md)

[Column sets - reference information](https://docs.vismasoftware.no/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/index.md)

<h2>Related pages</h2><h3>Concepts</h3>
<ul><li><a href="/visma-net-erp/help/general-ledger/manage-analytical-reports/about-the-analytical-report-manager/index.md">About the analytical report manager</a></li>
</ul>


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