Using COA Dimension

Use the COA Dimension feature to retrieve COA Dimension and attributes directly into Excel Worksheet.

  1. Click COA Dimension in the SyteLine toolbar.
    The Chart of Accounts Dimension Details screen is displayed.
  2. Specify this information:
    • Account Code: Select the account from the drop-down.
    • Dimension: Select the desired dimension.
    • Site: Select a site. This default site name comes from the site selected on the Excel toolbar.
    • Period: Select the period to be used to filter the dimension data.
    • Year: This field is updated when the site changes.
    • Selected Attributes(s): Use the move buttons to add or remove desired selected attributes between the two panels.
  3. Click Generate to generate the report.