Page and report icons - Financial Consolidation

Option	Description
	Export the page to a Microsoft Excel .xls file, an Adobe Acrobat PDF file, or a Microsoft PowerPoint file.
	Modify the context.
/	Scroll to the left and right to view the process steps on the Landing Page.
	Maximize the context pane.
	Minimize the context pane.
	Copy the values from the grid.
/	Expand or collapse a list.
/	Expand or collapse additional information on a page.
	Open a search list. On the Participation Information tab on the Ownership Change Request page, open a dialog box in which to calculate amortization for the selected account.
	Open a list with options to increase, decrease, and set decimals. You can set up to 10 decimal places.
	Open a list with the grid columns. You can select columns to view in the grid or remove columns from the grid view. On some pages, you can also find other options, for example, to add, manage, and show the analysis, to suppress zero columns, or to enable an inverted column hierarchy.
	Jump to a specific page from a card on the Landing Page. On several Financial Consolidation pages, open a list with different options, including an option to reset user settings. Note: Whenever a new feature is added to the Financial Consolidation reports, user settings are automatically reset to the default settings. When you open a report for the first time after an automatic reset, you will see the `User Settings Were Reset` message.
	Open a list with options to expand and collapse all grid rows.
	Add an item or expand a row or column in a grid.
	Collapse a row or column in a grid.
	Open the calendar to select a date.
	Add an attachment.
	Open a list of account details that are displayed in the grid. You can select specific details to display only for the accounts that have those details. On several Financial Consolidation pages, open a list with different options such as Show Table Filters, Clear All Filters, and Reset User Settings. Note: Whenever a new feature is added to the Financial Consolidation reports, user settings are automatically reset to the default settings. When you open a report for the first time after an automatic reset, you will see the `User Settings Were Reset` message.
	Enable zero suppression on rows. Any row that contains only zero values is hidden. If the row contains at least one non-zero value, the zero values in that row are still shown.
	Delete an item.
	Show only selected items.
	Access account details.
	Access account details. A check mark indicates that at least one data entry is specified.
	Open a list with groups by which to display grid items. For example, by journal ID or date.
	Clear all filters in the grid.
	Import a file.
	Select a file to upload.
	Create a recurring journal on the Journal Editor page.
	Add a journal line on the Journal Editor page.
	Delete the selected journal line on the Journal Editor page.
/	Specified data is complete.
/	There is an error or missing data.
	There is incomplete data.
	The data entry page is editable.
	The data entry page is not editable.
	Add the page to Favorites pane.
	In the Group Hierarchical Segmentation Analysis report, drag and drop the segment to the area with a plus icon. Detailed information for that segment is then displayed in the grid.
	From the Journal List page, view a preceding journal or journals.
	Switch between different views. For example, between the Entity Assets, Entity Liabilities, and Entity Income Statement pages, or, when customizing the Landing Page, between the views of the Entity and the Group tabs.
	Open a menu with different options. For example, Immediate Writeback On on the Data Entry page to enable immediate writeback of values to the database.
	Open a menu with different account views, for example, Indent Accounts or Show Hierarchy. On some pages, you can also find other options, for example, Suppress Zero Rows and Advanced Filter on the Data Entry page.
Hide maintained rates	Hide rows that contain maintained rates on the Historical Rates Check page. To undo, click Show All.
No Scaling	Open a list with options to use 1'000 scaling, 1'000'000 scaling, or no scaling for the values in the grid.
Records per page	Select the number of rows to display. For example, 10, 20, or 50.
Page	Click the right and left arrows to scroll through pages. Or, specify a number in the box to go to that page.

Export the page to a Microsoft Excel .xls file, an Adobe Acrobat PDF file, or a Microsoft PowerPoint file.

Modify the context.

/

Scroll to the left and right to view the process steps on the Landing Page.

Maximize the context pane.

Minimize the context pane.

Copy the values from the grid.

/

Expand or collapse a list.

/

Expand or collapse additional information on a page.

Open a search list.

On the Participation Information tab on the Ownership Change Request page, open a dialog box in which to calculate amortization for the selected account.

Open a list with options to increase, decrease, and set decimals.

You can set up to 10 decimal places.

Open a list with the grid columns. You can select columns to view in the grid or remove columns from the grid view. On some pages, you can also find other options, for example, to add, manage, and show the analysis, to suppress zero columns, or to enable an inverted column hierarchy.

Jump to a specific page from a card on the Landing Page.

On several Financial Consolidation pages, open a list with different options, including an option to reset user settings.

Note: Whenever a new feature is added to the Financial Consolidation reports, user settings are automatically reset to the default settings. When you open a report for the first time after an automatic reset, you will see the User Settings Were Reset message.

Open a list with options to expand and collapse all grid rows.

Add an item or expand a row or column in a grid.

Collapse a row or column in a grid.

Open the calendar to select a date.

Add an attachment.

Open a list of account details that are displayed in the grid. You can select specific details to display only for the accounts that have those details.

On several Financial Consolidation pages, open a list with different options such as Show Table Filters, Clear All Filters, and Reset User Settings.

Note: Whenever a new feature is added to the Financial Consolidation reports, user settings are automatically reset to the default settings. When you open a report for the first time after an automatic reset, you will see the User Settings Were Reset message.

Enable zero suppression on rows. Any row that contains only zero values is hidden. If the row contains at least one non-zero value, the zero values in that row are still shown.

Delete an item.

Show only selected items.

Access account details.

Access account details. A check mark indicates that at least one data entry is specified.

Open a list with groups by which to display grid items. For example, by journal ID or date.

Clear all filters in the grid.

Import a file.

Select a file to upload.

Create a recurring journal on the Journal Editor page.

Add a journal line on the Journal Editor page.

Delete the selected journal line on the Journal Editor page.

/

Specified data is complete.

/

There is an error or missing data.

There is incomplete data.

The data entry page is editable.

The data entry page is not editable.

Add the page to Favorites pane.

In the Group Hierarchical Segmentation Analysis report, drag and drop the segment to the area with a plus icon. Detailed information for that segment is then displayed in the grid.

From the Journal List page, view a preceding journal or journals.

Switch between different views. For example, between the Entity Assets, Entity Liabilities, and Entity Income Statement pages, or, when customizing the Landing Page, between the views of the Entity and the Group tabs.

Open a menu with different options. For example, on the Data Entry page to enable immediate writeback of values to the database.

Open a menu with different account views, for example, or . On some pages, you can also find other options, for example, and on the Data Entry page.

Hide maintained rates

Hide rows that contain maintained rates on the Historical Rates Check page. To undo, click Show All.

No Scaling

Open a list with options to use 1'000 scaling, 1'000'000 scaling, or no scaling for the values in the grid.

Records per page

Select the number of rows to display. For example, 10, 20, or 50.

Page

Click the right and left arrows to scroll through pages. Or, specify a number in the box to go to that page.