When you request the Financial Status Inquiry to display on your screen, you may manipulate the detail display in various ways. Use the drop down list boxes above the data display to control the columns that display, and use the drill down feature to display the details making up a specific item or amount. To allow more detail to display on one screen, click the Close Header icon . Click the Print icon
to print the first screen of the inquiry display or click the Save to CSV icon
to save the data to your desktop in an Excel format. See Saving to CSV. Point to a Hover Hint with your cursor for a brief explanation of one of the display options.
DISPLAY OPTIONS
Drilling. To display detail for any highlighted month, amount or code, click the highlighted text. The data re-displays showing only data making up that item. The text that was selected for the drill down displays as a label above the table.
Reverse drilling. To drill back, click on the drill down label above the table.
Selections. A drop down list displays for each type of data may be displayed. The data selected in the first drop down list is the base level for drilling and initially displays in the left column. Month is the default. To change the order in which data displays, select the data from each drop down list in the order you want it displayed.
Check boxes. After selecting the order in which data should display, use the check boxes to the left of the drop down lists to select data to always display as a column instead of as a drill down. Click the Refresh icon to update the display. If any check boxes are checked, data selections after the last consecutive checked selection are not available for display or drill down.
Note: You do not have to check the first check box to select columns, but make sure you select consecutive check boxes. If you skip one, any columns selected after the skipped column will not display as a column or drill down.
Sorting. Click a column heading to sort the data by that column value in ascending order. Click again to switch to descending order. Click a third time to return to the original order.