Configuring Report Functions of a Finance Forecast workbook

As an administrator, you can select which report functions to make available for use in the workbook. You can configure which reports to run from the created workbook. These reports are available:

  • Show Hierarchy.
  • Inverted Hierarchy.
  • Show Only Active/Activated Accounts.
  • Show Analysis.
  1. Click the Wrench icon to the right of Report Functions to open the Report Functions Configuration dialog box.
  2. Select the check box of the Report Functions that you want to use in the Shown column, then select the check box of those you want to set as default in the Default column.
  3. Click OK.
    The selected Report Functions are now visible in the Report Functions section.