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Customize the FirmFlow Reports search area
You can customize the search area on the
FirmFlow Report
screen to exclude non-applicable fields or adjust the positions of fields.note
Search area changes are user specific, and will be retained until the user makes further changes.
- From theFirmFlow Reportssearch screen, selectOptions, thenSet Preferences.
- In theCustom Preferences Popupwindow, use the checkboxes to include or exclude fields in the report results.note
- If you hide (by unmarking the checkboxes) search criteria that have values, they will not be used as search criteria. Only visible criteria will be used in searches.
- Required fields and those dependent on the required fields are grayed out and therefore not available for customization.
- If necessary, re-order the criteria by selecting the up or down arrows to the left of the each column's checkbox.noteThe column names shown top-to-bottom represent the left-to-right order on the report results.
- SelectOKto save your changes.noteYou can restore the application default settings by selecting theResetbutton within theCustom Preference Popupwindow.