Page 2 - How do I Update User Preferences for Cash Forecast Results
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User Preferences - Cash Positioning
The Position Impact Functions, Funds Transfer and Charting Options are typically not updated but are still a part of the
User Preferences for Cash Forecast Results.
The Position Impact Function checkboxes should all be unchecked as these fields will modify the Cash Forecast Results
report.
The Funds Transfer section is not used by Emory from this page. The default options can remain as stated.
The Charting Options show how many dimensions across the top of the Cash Forecast report and how many items will
display. The layout will be defined for you, but the options may be changed if desired.
Report Options
1
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1. Click the Position Report Format Type drop down list and select the desired Report
Option.
Ensure to select the preferred report option that is installed on your PC. This option will be used to produce reports.
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2. Click the OK button to save the updated User Preferences.
The Saved Search displays.
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Emory Confidential and Proprietary Last Revised on 2/8/2018 Visit www.emory.edu for latest version