Through this page, you can view and customize filter settings, column settings, and sort settings for a summary table.
Click the following for step-by-step instructions on tailoring the information that displays in the summary table.
Filter Settings
Column Settings
Sort Settings
Tip! You can sort entries in ascending or descending order, customize filter settings, find data in a column, or hide a column in the summary table by right-clicking a column heading. Refer to how to Manipulate Table Data from Column Headings for details.
To display, assign, and remove available filter values for a summary table:
Click 
from the page toolbar to display the Environment
page, and then click the Filter Settings
tab. The fields displayed are those from the summary table.
To narrow the search
for a filter type, click 
in the Qualifier
column that corresponds to the field on which you want to filter, and
then select one of the qualifiers. Qualifiers allow for either single
or multiple selection
of values.
Single selection is chosen from
, while a multiple selection is designated
by 
in the Value(s) column.
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 system.
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 |
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In |
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|
Less or Equal (<=) |
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Greater or Equal (>=) |
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Equal To (=) for other than Date and Interval filters |
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Equal To (=) for Interval filter |
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Equal To (=) for Date filter |
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On or Before (<=) |
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On or After (>=) |
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Between for other than Date and Date/Time filters |
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|
Between for Date filter |
||
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Between for Date/Time filter |
||
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Other than Between for Date/Time filter |
Click OK on the Environment page to display the summary table with the filtered data for this session only. You can also save and cancel filter settings from this page.
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Click: |
To: |
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Save the filter(s). Refer to Save Environment Settings for details on saving filters. |
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Cancel any changes made to the Environment page. |
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Revert to your previously saved filter settings. |
To display or hide and rearrange columns for a summary table:
Click
from the page toolbar to display the Environment
page, and then click the Column Settings
tab to display lists of which columns are hidden and which columns are
visible for the summary table. To change which columns display:
Click Display to move a selected hidden column or columns to the Visible Columns list. To select multiple column headings:
To select non-adjacent columns, click the first column and then hold down CTRL and click other columns to select, scrolling, if necessary. When finished, release CTRL.
To select adjacent columns, click the starting column, locate the ending column, and then hold down SHIFT and click the ending column. Release SHIFT.
Click Display All to assign all hidden columns to the Visible Columns list.
Click Hide to remove a selected visible column or columns from the list of Visible Columns. Refer to the Display option above to select multiple columns.
Click Hide All to clear all Visible Columns from the Visible Columns list.
There must be at least one column in the Visible Columns list.
If desired,
reorder the columns. Select a visible column to move, and then click 
or 
to change the position of the selected column value. Each click of the
arrow moves the column up or down one position.
Click OK on the Environment page to display the visible columns in the summary table for this session only. You can also save and cancel column settings from this page.
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Click: |
To: |
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Save the column settings. Refer to Save Environment Settings for details on saving column settings. |
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Cancel any changes made to the Environment page. |
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Revert to your previously saved column settings. |
To sort columns from the Sort Settings tab:
Click
from the page toolbar to display the Environment
page, and then click the Sort Settings
tab to display how the table is currently sorted.
In the Sort By
area, click and select a column from the drop-down menu or accept
the column that is displayed for the first column on which to sort.
Select Ascending or Descending, or accept the current sort order, for this column.
In the first Then By
area, click and select a column from the drop-down menu or accept
the column that is displayed for the second column on which to sort. To
not sort on a second column, choose the blank entry.
Select Ascending or Descending, or accept the current sort order, for this column.
In the second Then By
area, click and select a column from the drop-down menu or accept
the column that is displayed for the third column on which to sort. To
not sort on a third column, choose the blank entry.
Select Ascending or Descending, or accept the current sort order, for this column.
Click OK on the Environment page to display the sorted columns in the summary table for this session only. You can also save and cancel sort settings from this page.
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Click: |
To: |
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Save the column sort settings. Refer to Save Environment Settings for details on saving sort settings. |
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Cancel any changes made to the Environment page. |
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Revert to your previously saved column settings. |
You can sort on hidden columns, however, these columns do not appear in the table until they are made visible in the Column Settings tab on the Environment Page. Refer to Column Settings for more information.
