Modifying/Deleting
a Consolidated Cash Plan Report ID
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If the parameters you have set up for a particular Report
ID are no longer useful, you can modify or delete the Report ID. |
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1.
On the Consolidated Cash Plan screen, select the
Report ID that you want to modify/delete from the Reports dropdown menu. |
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2.
Click on the modify link to access the
‘Modify a Custom Consolidated Cash Plan’ screen. |
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3.
To modify the Report ID: |
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You can assign additional plans to the Report ID by
highlighting the plans in the Plans Available list and clicking on the > button.
To remove plans, highlight the plans in the Plans Assigned list and
click on the < button. |
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Click on the Submit button to save your
changes. |
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4.
To delete the Report ID: |
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The following message
appears: Delete Report ID? |
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The Report ID and the settings
saved within the ID will be deleted. |
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Related
Topics |
Setting a Consolidated
Cash Default
Customizing
the Consolidated Cash Plan Report