How do I add/remove columns? (Connect Online)

Account List

Customize the account list by adding or removing columns. The default account list shows the account number, title, period amount, YTD amount, YTD budget, variance, percent of budget, and chart of budget. You can add the category, period amount, and encumbrance.

Watch a video

  • Learn how to add and remove columns, export data, and view charts from the Account List in Connect Online. Watch a video (2m55s)

Adding columns

1. Open My Dashboard.

2. Click View Account List.

Account Watch List widget

3. Click Column Chooser .

 

4. Drag a column from the Column Chooser window and drop it in the column header row.

Column Chooser window

 

Removing columns

1. Open M Dashboard.

2. Click View Account List.

Account Watch List widget

3. Click Column Chooser .

 

4. Click to select a column from the column header row.

Column header row

5. Drag the column and drop it in the Column Chooser window.

Column Chooser window

202005, 2020Mar05

 

 

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