Job aid Working with Layouts |
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Job aid Working with Layouts |
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Who performs these tasks |
Credit Analyst |
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About this job aid |
You will learn to perform the following tasks within this document: |
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Step |
Action |
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1 |
Click the Choose
Layout The Choose Layout dialog box displays. Notice the Layout Setting dropdown list is set to All.
If you want to only see Global or User-specific layouts, select these items from the dropdown menu. |
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2 |
Click the Layout Description to display the layout.
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Step |
Action |
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1 |
Click the Choose
Layout
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2 |
To remove a column from the current layout,
select the appropriate field in Displayed
Columns and click the |
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3 |
To add a column to the current layout, select
the appropriate field in Column Set
and click the |
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4 |
To sum the column total, click the checkbox
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5 |
To rearrange the order of the columns in
the display, select the appropriate field in the Displayed Columns list
and click one of the |
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6 |
When all changes to the display are complete,
click the green checkmark |
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Step |
Action |
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1 |
Click the Choose Layout |
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2 |
Click the Sort Order tab. |
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3 |
In the Column Set, select the
columns upon which you want to sort and use the |
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4 |
Once a field appears in the Sort Criteria
column, select Sort Ascending
or Sort Descending |
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5 |
To determine the sort grouping, experiment with moving the field up
& down |
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Click the green checkmark |
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Step |
Action |
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1 |
Click the Choose Layout |
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2 |
Click the Filter tab. |
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3 |
Select the appropriate field name(s) from the Column
Set and click the |
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4 |
Click the Filter |
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5 |
Each field selected in the first step will display as a row in the Filter Criteria dialog box. Select the appropriate criteria for each row in the dialog box. |
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6 |
Click the green checkmark |
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Notes |
When filters are applied, columns containing filter criteria display
a black triangle in the columns header. You can also set a filter or delete (remove) a filter by using the Create Filter |
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Step |
Action |
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1 |
Click the Choose Layout |
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2 |
Click the Display tab.
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3 |
Click to select the appropriate checkboxes. |
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4 |
Click the green checkmark |
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Step |
Action |
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1 |
Click the Choose Layout |
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2 |
To delete an unwanted layout, select the row for the layout and click
the Delete |
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3 |
To set a layout as the default, select the row for the layout and click
the Default |
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4 |
Click the Back |
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5 |
Answer Yes when prompted to save layout changes. |
button on the toolbar.
button to move it
to 
button to move it to 
in 
buttons. Moving a field up on the Displayed
Columns list will move it left in the actual display. Moving a field down
on the Displayed Columns list will move it right in the actual display.
The double arrows will move it to the top or bottom (full left or full
right) of the list. 
to apply the layout. If you want to save
the layout for future use, click the Save button and name the layout.
button on the toolbar
& select 
radio buttons to indicate how you want the
data displayed. Place a checkmark 
in the 
column if you want the column to display
subtotals and totals.
the sort criteria
list, then view the layout to see the results. The placement on the list
determines the priority in which the sort/grouping is performed. Simply
changing the order of the fields in the column will display different
results.
button at the bottom of the dialog box to move to
the second step in creating the filter.
button on the toolbar. Deleting a filter resets the
display to its original setting.
button on the toolbar.
button on the toolbar.
button on the toolbar to return
to the previous screen.