Defining User Variables

You can define user variables to help users focus on particular members, such as their department's expenses. For example, you can create a form with entities on the rows, and a user variable called Department. You can limit the number of rows displayed on the form by selecting a member for the Department user variable, such as Sales. Later, you can select another value for Department, such as Marketing.

To update user variables:

  1. Click Tools, and then click Variables.
  2. Click the User Variables tab.
  3. Click member selector icon next to the variable to change.
  4. On Member Selection, select members.