Toolbar of Consolidated Reporting Setup

Use the toolbar options to manage consolidation group records.

Contents

Field Description
Save Click this option to save the consolidation group data currently displayed.
New

Click this option and select one of the following:

  • Click New Reporting Group to open an empty Consolidated Reporting Setup form so that you can add a new consolidation group.
  • Click Copy Current Reporting Group to copy data from the current consolidation group into a new consolidation group record.
  • Click Select Reporting Group to Copy to open a dialog box of all existing consolidation group records so that you can select one to copy. When you select a consolidation group, Vision copies data from its record into a new consolidation group record.
Delete Reporting Group Move the row selector to the consolidation group that you want to delete and click this option.
Help Click this option to display the Vision help system.
Parent Topic: Consolidated Reporting Setup Form