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Configuring balance reporting widgets

You can customize balance reporting widgets, as required.

1.     Click Add Widgets button on the home page to add balance reporting widgets on the dashboard.

2.     Click to customize the widget. Specify the required details for the following widgets on the home page:

•        Transactions this Month

•        Balances History

•        Balances Line

•        Transactions

•        Cash Position Details

•        Loan Account Summary

3.     Click Save. Click a record listed on a widget to view the respective details.

·        Click the icon to refresh the data on the widget.

·        Click See More on the widget to view the details.

·        You can show the required columns on the widget and specify the required Sorting using the ascending or descending check box.

 

The following table lists the fields corresponding to each of the balance reporting widget:

 

Field

Applicable to widget
 

Transactions This Month

Balance History

Balances Line

Transactions

Loans Account Summary

Cash Position Details

Transaction Type

●

    

●

  

●

Posted

●

    

●

    

Pending

●

    

●

    

Account / Account Group

●

●

  

●

●

  

Transaction Date

●

          

CCY

●

  

●

    

●

Txn Type

●

  

 

    

 

Account Type

    

●

      

Widget Name

●

●

●

●

●

●

Balances Period

  

●

        

Creation Date

    

●

●

  

●

Summary Type Codes

    

●

      

Type Code / Type Code Set

     

●

    

Amount

      

●

    

Accounts

  

 

●

    

●

Bank

  

 

 

    

●

 

Related Topics

Adding widgets

 

© 2017-19 Finastra International Limited, or a member of the Finastra group of companies (“Finastra”). All Rights Reserved.
Cat ID: FCM4.6-00-U02-1.5.3-201903

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