Setting a Consolidated Balance Default

In ScotiaConnect you have the option of specifying a default for the Consolidated Balance Report that will be displayed or printed each time you access the Consolidated Balance Report screen. To set a default report: 1. From the Account Information menu, select Consolidated Balances. 2. Click on the Set Default link in the upper left corner of the Consolidated Balance screen to access the Consolidated Balance Default window. 3. From the 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. Indicate the type of report that you would like:
	Basic	Provides only the opening balance, adjusted opening balance and present balance.
	Detail	Provides all of the basic details, in addition to debit and credit numbers and amounts.
	Totals	Provides only account group totals.
	Global	Provides all of the basic details, with balances converted to a single currency (an approximate) for both Scotiabank and Global accounts.
	Forward Balance	Provides closing and forward balances for Global accounts only.

6. Select from Report Format drop down menu the desired format of your report.

7. Select either View or Report to indicate whether you would like to view or print the report when you access the Consolidated Balance Report screen.

8. 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.

9. Click on the Save button to save your changes.

Setting a Consolidated Balance Default

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