Setting an Account Details Default |
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In ScotiaConnect you have the option of specifying your defaults for the Account Details Report that will be displayed each time you access the Account Details screen.
To set a default:
1. From the Account Information menu, select Account Details.
2. Click on the Set Default link in the upper left corner of the Account Details screen to access the Account Details Default screen.
3. From the Report ID drop-down menu, select the Report ID you would like to have as your default.
4. Select a time frame for the report from the Report
Date drop-down menu. 5. Select
from Report Format drop down menu
the desired format of your report.
6. From the Description dropdown, Indicate whether you would like Full Descriptions or Mnemonics and Serial Numbers.
6. From the Sort by drop down menu, choose how you would like the transactions sorted.
7. Select either View or Report to indicate whether you would like to view or print the report when you access the Account Details screen.
8. Select your Export Format and your desired Date Format.
9. Select Yes or No for the Include Headings option.
This will determine if header row and name are to be included in your export. 10. If you wish to redo your selection click on the Reset button to set all fields back to their original values. You can also click on the Print icon to receive a print screen your selection. 11. Click on the Save |
button
to save your changes.
Related Topics |
About the Account Details Report
Viewing/Printing the Account Details Report
Setting
an Account Details Default
Customizing
the Account Details Report
Modifying/Deleting
a Custom Account Details Report ID
Advanced File Exports
Custom File Exports
Additional
Help