The toolbar section of the project or shell cash flow worksheet (displays the worksheet title, and the following toolbar options:
- View drop-down
Use this option to "Create New View" for the worksheet, or to "Manage Views" that have already been created.
- Edit View
When you click the Edit View option, the Edit View window opens. In this window you can select the curves that you want to view on the log (for Curves, Inflow, and Outflow). In this window you can also add columns and group your columns when you click the Group By option.
- Print
Use this option to open your browser's print options for the worksheet.
- Refresh
This option enables you to update the data in all of the curves that appear on the Cash Flow log. The refresh has three states: Refresh Now, In Progress, and Refresh Complete which includes the date and time. See Refreshing Data in Cash Flow Log for more details.
- Snapshot menu drop-down