How can I pull just the account number in as a col...
# ask-stanley-ai
m
How can I pull just the account number in as a column in the trial balance report?
c
AI generated answer (using internal Slack threads):
To pull just the account number as a column in the trial balance report, you can use the "Name (GL-style)" field. However, whether it displays the full hierarchy or just the child node is determined by your preferences under Home > Set Preferences. Make sure to uncheck the "Show Hierarchy" option. If you are still seeing the full hierarchy, it might be because of the layout preferences for each section in your report. You need to check the "show hierarchy" preferences there too. This can be found in the financial layout section when customizing reports. If you want to separate the account number and the account name in a saved search, you can use a Formula (Text) field with the following formula:
SUBSTR({account},INSTR({account},':')+2)
. This formula will return the account name without any hierarchy. ****** 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: 0.843286037
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.835751772
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.827087224
Please provide your feedback on this answer.