Viewing Account Analysis

Use the following procedure to view an account analysis.

To view an account analysis

1. Navigate to the Financial Accounts screen, and then the Financial Account List view.

2. In the Financial Accounts list, drill down on the account.

3. Click the Account Analysis view tab.

As users review financial accounts, they can create activities for use as a call list. You can base the selection of financial account records on a number of different criteria, such as account holdings and balances.