List Views

List views exist for profiles, reconciliations, and transactions. The primary objective of list views is to present records for on screen viewing and to provide drill-down capabilities to record details.

• Profile List View—For Administrators and Power Users. Contains the list of profiles and provides drill-down to the Profile dialog.

• Reconciliation List View—Contains the list of reconciliations and provides drill-down to the Reconciliation dialog.

• Transaction List View—Contains the list of transactions and provides drill-down to the Reconciliation dialog, with the focus set on the Transaction Detail tab.

List views provide these reporting features:

• Columns can be added to or removed from the view and re-ordered.

• Filters can be applied to limit the records included in the list.

• List views can be printed or exported to Excel for ad-hoc reporting.

  Note: If exporting transactions from a list view, there is a max limit of 65534 export rows. For performance reasons, use custom reports if you want to download more data than this at once.