Overview

Having the ability to Ignore Accounts from Reports in Simplifi makes running Reports even easier! With this ability, you can easily exclude an entire account, or accounts, from your Reports, with just the click of a button!

Ignore an Account from Reports

  1. Click the Menu icon (the three lines in the upper left corner).

  2. Select Settings and then 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. Click the Menu icon (the three lines in the upper left corner).

  2. Select Settings and then 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.

Did this answer your question?