CenterPoint Fund Accounting - Save a Format Definition

Reporting tools > Financial Analysis or Budgets> Format > Save Current As

To assign a name to the formatting criteria for later use, save the format definition by using the procedure below. The information saved with the formatting includes the column configurations, custom calculated columns, and any filtering that is applied either through the View menu or through Filters section which can apply to both individual columns or the Budget/Analysis as a whole.

  1. In an open analysis/budget, on the Format menu, click Save Current As.
  2. In the Name box, enter a name for the formatting criteria.
  3. Click OK.

Concept Link IconSee Also