Configuring tabs of a Finance Forecast workbook

The Finance Forecast workbook is created with default tabs. However, you have the option of adding more tabs to the workbook, up to a maximum of twenty-five (25). Only the Data Entry tab is mandatory.

  1. Click the Wrench icon to the right-hand side of the tabs to open the Tabs Configuration dialog box.
  2. Use the Active check-box to activate or deactivate the tabs in your workbook.
    These tabs are then activated or deactivated in the workbook. The Account Analysis tab is only visible when you select an account in the completed workbook. Where, the Admin view shows the Workbook Wizard and the Planner view shows the completed Workbooks which are ready for data input.
    Note: If the Data Entry tab is deactivated, all corresponding detailed tabs are deactivated as well.
  3. If you want to add more tabs, then click Add tab.
  4. Enter a name in the Tab Name column and then click Select Item in the Report column to open the Report Assignment dialog box.
  5. Select the report you require to add it to the new tab.
  6. To change the order of tabs as they appear in the header, click and drag the dotted box in the Order column to the new position.
  7. To remove tabs from the configuration, select one or more tabs and click Delete.
    Note: You can only delete tabs that you have added to the workbook.
  8. You can continue to add new tabs to the report. Otherwise, click OK to save the details and close the Tabs Configuration dialog box.