Making Member Selections

To select a member, click the checkbox next to the member in the Select Members dialog box. The selected member displays a check mark and is moved to the Selections pane.

Select Members dialog box with the Corporate member selected

Note:

In certain situations, you are limited on the members you can select.

To expand a parent member to see its child members, click the expansion icon to the left of the parent member name. Clicking the expansion icon will not select the parent member.

In some places, you can use the Function Selector in the Select Members pane to make member selections. Click the Function Selector next to a member to see the Function Selector menu, and then select a member relationship option.

For example, if you click the Function Selector next to All Accounts, and then click Children, then Children("All Accounts") is added to the Selections pane.

Selecting members using the function selector

To remove, sort, or move selected members, click (Selected Items icon) in the Selections pane, and select an option. You can also select whether to display the alias or the member name.

Select Members box with options displayed on the menu

You can add additional members to the Selections pane for selected members in several ways:

Click the Function Selector next to a selected member to see the Function Selector menu, and then select a member relationship option.
Select a member in the Selections pane, click the Selected Items icon , and then click a member relationship option.

For more information about member relationships, see Member Relationships.