Adding Data Selection to a Version

To associate data selection with the version:

1. Access the Revise Version Data Selection form.

2. (Optional) Enter data in the QBE (query by example) line of the Revise Version Data Selection form and then click Find to display records that match the criteria you specified in the QBE line.

3. On the Query Manager tab, review these fields and buttons:

   • Name

     The system uses the statement definition name and the version name as the name of the data selection query. You cannot change this value.

4. Select Match All (default value) or Match Any.

   Use the Match All option if you want the query results to include all of the criteria specified in the query. Use the Match Any option if you want the query results to include any (not all) of the criteria specified in the query.

5. Select the data items for which you want to retrieve values for your financial statement.

   You can select data items by clicking the + (plus sign) in the QBE line for each of the data items to include, or you can click the + (plus sign) in the Query Manager tab and select the items from a list.

6. For each data item selected, use the Comparison List to specify how the system retrieves values for the data item.

   See Comparison Types.

7. Enter a value in the Values field (unlabeled).

8. Click the Save icon on the Query Manager tab.

9. Click Close on the Revise Version Data Selection form.

10. Click OK on the Revise Statement Version form.