Page and report icons

This table describes the toolbar buttons, icons, and options for pages and reports:


Option	Description
	Export the page to a file such as .csv, .pdf, or .ppt. For some pages, only an export to a .csv file is available.
	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 the grid columns. You can select columns to view in the grid or remove columns from the grid view. For some reports, you can select these options to show in the grid: ID - Name: The ID and the name of a business object are displayed in a column. For example, RU0001 - Genesis Cars. ID: Only the ID of a business object is displayed in a column. For example, RU0001. Name: Only the name of a business object is displayed in a column. For example, Genesis Cars. If you select both the ID and Name options, then the ID and name of a business object are displayed in two separate columns. On some pages, you can also find other options, for example, to add, manage, and show the analysis, to suppress zero and empty 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.
	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.
	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.
	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 the 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 Balance Sheet, 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 the displayed data. The selection of options may vary on different pages. For example, these options are available: Immediate Writeback to enable or disable immediate writeback of values to the database Show Table Filters Default Filters Clear All Filters Reset All Settings Scaling options: No Scaling (default) 1'000 Scaling 1'000'000 Scaling Decimal options: None (default) 1 (0,1) 2 (0,01) 3 (0,001) 4 (0,0001), etc. The number of decimal places that you can set depends on a specific page. The decimal separator (`,` or `.`) depends on the regional settings.
	Open a menu with different options for rows. The options may vary on different pages. For example, these options are available: Indent Accounts and Show Hierarchy to show different account views Row Height Begin Expand on Level Hide maintained rates Expand all Collapse all Pagination On the Journal List page, the Group Journals option with a list of groups by which to show grid items. For example, by journal ID or date. Advanced Filter Suppression options such as No Suppression (default), Suppress Empty, and Suppress Zero & Empty If you enable empty or zero and empty suppression on rows, any row that contains only empty or zero and empty values, respectively, is hidden. If the row contains at least one non-empty or non-zero and non-empty value, the empty and zero values in that row are still shown.
	Generate a summary of an entity or group balance sheet or income statement report based on the available prompts. The summary is created by Infor GenAI.
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.

If you enable zero suppression on a grid's columns or rows, column header filters, or scaling, then an appropriate icon that represents an enabled function is displayed in the toolbar. If you pause on the icon, a tooltip with information which function is enabled is displayed. Next to the icon, the x icon is displayed. Click x to disable the function.

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, this message is displayed: User Settings Were Reset.