Creating investment intercompany report apps
You can use Longview Designer to create investment intercompany report apps.
Specifying settings
You can use Longview Designer to specify settings for an investment intercompany report app.
Field | Notes |
|---|---|
Display capital accounts in header? | Select Yes to display the capital accounts selected in the header of the report. |
Capital accounts | Enter the capital accounts. Each account is separated by the pipe character (|). You can also select the symbols to include using the symbol specifier. Click the Search icon to use the symbol specifier. |
Using the symbol specifier
The symbol specifier allows you to specify each account restriction using the symbol selector.
To specify symbols:
- Click the Symbol button to add additional accounts.
- For each row enter or select the account to include.
Note: A parent account can be selected, which will result in all accounts under it being included in the report.