Page 1 - How do I Update User Preferences for Cash Forecast Results

User Preferences - Cash Positioning

How do I Update User Preferences for Cash Forecast Results?

Overview

Cash Management users can update user preferences to define specific user choices, such as reporting options
and default searches for Cash Forecast Results.

User Preferences allows you to select the default saved searches and reporting options for Cash Forecast Results.

Navigation

Navigator > Cash Management > Cash Forecast > Process and Review >

Cash Forecast Results

The Cash Forecasting Results page displays.

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1. Click the Actions link and select Update User Preferences.

 To view the additional Actions options, refer to the How do I Update Cash Positioning Saved Search? How do I add
manual Cash position for Cash Positioning Worksheet.
To delete a Search, please contact Compass Support as this option should not be used. The Run Cash Forecast option will be
scheduled in batch and will not be used.
 User Preferences refer to the layout and report outputs that you select for the Cash Forecast Results outputs and
reports.

The Cash Forecast User Preferences page displays.
Update User Preferences - Default Saved Search

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1. Click the Default Saved Search Lookup icon. Select the desired Default Saved Search.
The Look Up Default Saved Search page displays.
 The Default Saved Search list is pre-populated and contains frequently used searches created by the user.

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