| Include Zero Balances checkbox |
Check the Include Zero Balances checkbox to display all house accounts. (Uncheck the checkbox to display only accounts with outstanding balances.)
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| Transaction Date Range fields |
Enter a starting and ending date to calculate results only for the defined time frame.
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| Prepare Account Statements button |
Select (check) the desired account(s) and click the button to display and print statements. |
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Grid Layout Controls
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Complete the following to save a layout:
- Select the desired combination of filters, sorts, groupings, etc.
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Enter a name for the layout in the Default Grid Layout field.
Note: Some screens allow the user to modify and save changes to the default (Default Grid Layout) layout, though most do not.
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Click the Save button beside the field to save the current layout under the name in the field.
Select the desired layout from the Default Grid Layout drop-down to recall that layout.
Note: Select the Default Grid Layout option to recall the default layout.
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List/Raw Data Tab controls
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- Enter a term (string of characters) in the Search field to display only records containing that term.
- Click the Clear Search (X) button to undo the Search field filter.
- Click the Clear All button to undo all filters.
- Click the Toggle Filters button to display filter controls at the tops of the columns. (Click again to hide the controls.)
- Click the Export to Excel (Table) button to export the data to an Excel file.
- Click the Column Chooser button to hide or display individual columns.
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| Account selection checkbox |
Click an account's checkbox to select it. |
Data Center ribbon menu.
