Summary Curve
Within a summary curve, next to the title, the following toolbar options let you:
- Alter the view (View > Default)
- Create a view (View > Create New View)
- Make existing views visible or hide existing views (View > Manage Views)
- Edit the view (View > Edit View)
- Print the view (Print)
- Update data (Refresh)
- Produce a snapshot, view snapshot log, access audit log, and access properties (Snapshot menu > Create Snapshot - Snapshot Log - Audit Log - Properties)
Note: In the cash flow detail pane, any view, the values are not editable and cannot be distributed.
Within a summary curve, under the title, the View option lets you select one of the following options to access their pertinent information:
- Incremental
- Cumulative
Last Published Sunday, July 20, 2025