List View: Open High-Risk Cash Reconciliations

This example creates a list view that tabulates the open, high-risk, cash transactions. You can create additional filters, if required. For example, you can add a filter for Component.

The list view is shown below:

To create the list view:

1. Within the dashboard, for the required view, click the View Selector and select List View.
2. Click Settings.
3. In the Properties tab:
   • Set Title to Open High Risk Cash Reconciliations
   • Select Compact.
4. In the Columns tab:

   • Click the Edit icon to select the columns that are displayed in the list view.

     Select Account ID, Name, End Date, Preparer, and Reviewer1.

   • Under Sort, select End Date. The default is ascending order.
5. Click Add a Filter, create a filter on the Status attribute, and set its value to Open.
6. Click Add a Filter, create a filter on the Risk Rating attribute, and set its value to High.
7. Click Add a Filter, create a filter on the Account Type attribute, and set its value to Cash (under Assets).
8. Delete the Period filter that is added by default by clicking the ellipses on the Period filter and selecting Delete.
9. Click OK to save the list view settings.