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Accounts Views and Filters

ver. 1.0

 

Click "Accounts" on the side menu.

The "Accounts" page has the following features:

1)  Accounts Filter - select from All Accounts, My Accounts or add filter

2)  Name Sort - sorts descending or ascending order

3)  Compare To - select the view according to the timeline

4)  Add Account - at the bottom of the page add an account

 

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Reports

When clicked, this will open the "Select Report View" page.

Select your report and click "Preview" or Launch".

 

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