Selecting and Sorting the Entity List

This option enables you to select and sort the Entity List, the selected Entity List is used within the Cash Flow Dashboard and Reports.

  To select and sort the Entity List, perform these steps:

  1. Select a Entity List from the drop-down, and then click Formatting Button to sort the Entity List. The Selecting and Sorting the Entity List dialog box is displayed.

    Note:

    If you have created number of Entity List in the Business Model screen, then all the configured Entity List are displayed in the drop-down.

  2. On Selecting and Sorting the Entity List dialog box, perform these steps:

    1. By default the Dimension is selected to Entity.

    2. Select the required Member List that you want to view in the Regions.

    3. Optional: Select the Show Description option to view the detail description of the Entity Member.

    4. Optional: Click Top of the list to move the selected row to the top of the list.

    5. Optional: Click One level above the current list to move the selected row to one level above the current list.

    6. Optional: Click One level below the current list to move the selected row to one level below the current list.

    7. Optional: Click Bottom of the list to move the selected row to the bottom of the list.

  3. After sorting the Entity List, click Save and Close.

    Sorting the Entity List screen is displayed.

    Note:

    As a returning user, you can change the existing Entity List.