Overview

Running Reports in Simplifi just got even easier! With the ability to Ignore Accounts from Reports, you can easily select an entire account, or accounts, that you'd like to be excluded from your Reports, with just a click of a button!

Ignore an Account from Reports

  1. Hover over the panel on the left-hand side and select Settings.

  2. Select Accounts.

  3. Locate the Account that you'd like to Ignore from Reports and click the three dots at the end of it.

  4. Select Ignore from reports.

Re-Include an Account in Reports

  1. Hover over the panel on the left-hand side and select Settings.

  2. Select Accounts.

  3. Locate the Account that you'd like to Re-Include in Reports and click the three dots at the end of it.

  4. Select Include in reports.

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