in a financial report, I see the account names wit...
# ask-stanley-ai
m
in a financial report, I see the account names with hierarchy how do I add a column that shows the account names without hierarchy?
c
AI generated answer (using internal Slack threads):
To add a column that shows the account names without hierarchy in a financial report, you can use a formula in a saved search or adjust your preferences. 1. Using a Formula in a Saved Search: You can create a formula (text) field in your saved search to extract the account name without the hierarchy. Here is an example of such a formula:
SUBSTR({account},INSTR({account},':')+2)
. This formula will start from the position after the colon (':') and extract the rest of the string, which should be your account name without the hierarchy. 2. Adjusting Your Preferences: Another way to display the account names without hierarchy is by adjusting your preferences. Go to Home > Set Preferences and look for the "Name (GL-style)" field. This field should display the account number with the name. Whether it displays the full hierarchy or just the child node is determined by your preferences. If you are using account groupings, you'll need to check the layout preferences for each section as there are "show hierarchy" preferences there too. This can be found in the financial layout section when customizing reports. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.83365494
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.832459152
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.827567518
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