This article demonstrates how to remove specific accounts or groups of accounts from specific reports, for guidance on managing your intercompany accounts and eliminations please click here.
If you would prefer you can watch a video guide on hiding accounts here.
To hide a group of accounts from a report complete the following:
1. Create a custom report by going to the custom reports tab and selecting Add report
2. Make a new group on your custom report by clicking New group at the top of the report
3. Name the new group and click Accept
4. Click on the tick box beside the name of each account that you would like to remove
5. Move the accounts selected by clicking the Bulk move button which is located at the top of the screen.
6. Select the group that was created to move the accounts into the group (In the example this is the group named 'How to remove accounts/groups)
7. Hide this group of accounts from your report by hovering over the name of the group and then clicking the Eye icon (As shown below).
Once this is complete, these accounts will now not be presented when you run your report.
Extra information
Joiin will show any hidden groups when viewing the editing screen of a custom report. This can be changed so that hidden groups remain hidden on the editing screen by clicking the Show hidden elements toggle.
