Masking accounts is the process of inserting asterisks to quickly select a range of accounts without having to enter specific numbers. Masking allows you to have the system replace the segment being masked with asterisks, and group all like accounts to make one line item.
With masking, you can create reports that allow you to show data in different columns, and still summarize the report lines. For example, let's say your account structure is defined as Fund-Account Code-Department and you have four funds. You want to show each fund in a separate column on your income statement, and each account as a separate line. You can achieve your results by including the account number in one column and then masking the segments.

Note: Account number must be selected for the options to be effective, but the column can be hidden.

Masking replaces the segment being masked with asterisks, and groups all like accounts to make one line item. In our example, if you have the following accounts:

01-4000-001, 02-4000-001, 03-4000-001, and 04-4000-001
01-4000-002, 02-4000-002, 03-4000-002, and 04-4000-002

Using the mask option to mask the fund segment, the accounts will be grouped into line items on the report like this:


**-4000-001
**-4000-002

To mask a segment in reports:

  1. Open the report parameters and select the Format tab.
  2. Highlight Sort.
  3. Select the segment to sort by (e.g., fund, account code, department) from the Sort by drop-down list.
  4. Select the sort order from the Order by drop-down list.
  5. In the Action column, select Mask from the drop-down list.

You can also repeat the above steps to mask by more than one segment. For example, after following the above steps and selecting to sort by and mask fund, repeat steps 2-5 and select to sort by and mask department. The accounts will be grouped into line items on the report similar to this:

**-4000-***