The Cash Flow Summary portlet allows you to display important information about your accounts. You can select from three display styles for this information. To configure the portlet:
1. Click the edit icon.
2. Select from Bar Chart, Pie Chart, and Data Table from the Display Styles drop-down list.
a. For Data Table:
i. Click OK. The account information will display in default settings.
ii. Click the Tables icon. A new window will open.
iii. Click and drag tabs to change their order in the data table. The top item corresponds to the leftmost column on the table after the Account Name.
iv. Click the Minus tab to hide a tab from view on the data table. Click Remove All to remove all columns from the table. Click the Plus tab to show hidden tabs on the data table. Click Add All to add all columns on the right panel to the table.
v. Click the dividing lines on the header and drag it left or right to adjust the width.
vi. Click a heading and use the up and down arrows to order the column in descending or ascending order.
ix. Click OK.
Note: Click Cancel to close Tables window without saving your changes.
i. Select the information you want to display from the Display Dimension drop-down list.
ii. Click and drag the accounts that you want to display from the Available Accounts window to the Accounts on Chart window.
iii. Click OK to save your changes.
Note: Click the back arrow to close edit function without saving any changes.