You can right-click a column heading to sort entries in ascending or descending order, customize filter settings, find data in a column, or hide a column in the summary table.
Click the following for step-by-step instructions on how to:
Manipulating the table data by this method modifies the current
table display only. Click 
to modify and save the settings. Refer to Modify
Environmental Settings for instructions.
On the summary table, right-click the column heading on which the sorting for the table will be based.
Select Sort from the drop-down menu, and then choose Ascending or Descending.
On the summary table, right-click the column heading that contains the data on which the filtering for the table will be based, and then choose Filter from the drop-down menu to display the Filter Definition page.
Click 
in the Qualifier
column, and then select one of the qualifiers.
Either or 
display in the Value(s)
column for you to specify the filter value(s). Click , if present, and then select an entry, or
click to display
a page where you can specify your filter value or values. The following
table lists the pages and how to topics that display when you select a
specific qualifier. Click a page or topic for details.
The <Filter> variable, shown
below in the Page displayed column, determines the title and presentation
of content of several display pages in the cash management application.
To filter on a specific account, for example, select the corresponding
Equal To (=) qualifier. <Filter>
is replaced with Account and the Select Filter Value for Account xxxxx
page displays when you click .
|
Qualifier selected |
Page displayed |
How to topic |
|
All |
none |
none |
|
In |
||
|
Less or Equal (<=) |
||
|
Greater or Equal (>=) |
||
|
Equal To (=) for other than Date and Interval filters |
||
|
Equal To (=) for Interval filter |
||
|
Equal To (=) for Date filter |
||
|
On or Before (<=) |
||
|
On or After (>=) |
||
|
Between for other than Date and Date/Time filters |
||
|
Between for Date filter |
||
|
Between for Date/Time filter |
||
|
Other than Between for Date/Time filter |
After you have specified the value(s), click OK to display the summary table with the filtered data for this session only.
On a summary table, right-click the column heading that contains the information you want to search for, and then choose Find from the drop-down list to display <Field> Find Criteria page.
<Field> in the page title displays the name of the column being searched. For example, to find a specific financial institution, click the Financial Institution column. <Field> is replaced with Financial Institution and the Financial Institution Find Criteria page displays.
In the Find Value box, type the text you want to locate in the selected column.
Select Find Exact Match Only to locate only the precise text entered in the text box.
Select Match Case to return only those entries that match the capitalization of the text box.
Click Find or press ENTER to highlight the first match in the summary table.
Find changes to Find Next after first match is found.
Click Find Next or press ENTER to locate subsequent matches. When there are no more matches, The Search Item Was Not Found system message appears.
When you are finished or to terminate a search in progress, click Cancel.
On a summary table, right-click the column heading of the column you want to hide.
Select Hide Column from the drop-down menu. The column is hidden for the current display table only.