Viewing Summary Information

When you select a view in the Profile, Reconciliation, and Transaction List views, you can view information from the panel at the bottom of the view pane:

• Profile List—Displays the properties, workflow, and instruction details

• Reconciliation List—Displays properties, workflow, and transactions

• Transaction List—Displays the properties, descriptions, and comments

To view summary information, from a Profile, Reconciliation, or Transaction List view, select a line item.

• To expand and collapse the panes, click on the black triangles on either side of the pane bars.

• To resize the panes, hover over the pane, click to grasp a side, and then drag it.