Net Relationships Dashboard (7)
| Screen ID: | IPATGRP1-01 | 
|
| Screen Title: | Account Balances by Month | |
| Panel ID: | 5682 | |
| Tool Number: | 547 | |
| Click here to magnify |
Access this screen by selecting an account and "Bal by Month" on the Member Balance Detail.
This screen shows an account balance comparison by sub account. On this screen you can filter the display by a year you select at the top of the screen. This screen shows the end of month balance and average daily balance of the sub account selected on the previous screen. The information is shown by month and has an average.
Buttons
|
Button |
Description |
|
Relationship Trends (F11) |
Takes you to the Net Relationship Trends dashboard |
|
Summarize This Member (F12) |
Takes you to the Member Balance Summary. |
|
Select New Account (F13) |
Takes you to Global Search |
|
Where Am I (F20) |
Shows you where you are currently located within the Net Relationships Dashboard. |
|
Next Account Type (F22) |
Progresses you to the next sub account on this membership. |
|
Previous Account Type (F23) |
Progresses you to the previous sub account on this membership. |