In the Accounting Center, you can use the Cash Projections Viewer tool to create, edit, and review cash projections, as well as to generate cash projection reports. .
To access the Position Cash Projections Viewer tool:
- From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
- Enter Position Cash Projections Viewer in the Start Search text box.
- Click the Position Cash Projections Viewer (Accounting Center) link to access the Position Cash Projections Viewer tool.
You see the Position Cash Projections Viewer workspace.
The Position Cash Projections Viewer workspace includes the following panes:
- Search Details. In the Search Details pane, you can query position data for one portfolio, one portfolio for one security, or all portfolioscash projection data.
- Grid. When you execute a query, the Position grid displays a list of positions projections that match the query criteria you entered in the Search Details pane
- ReportsProjection Tabs. The Reports Projections pane displays the CostProjection Summary, CashProjection Detail, Income, (and Wash Sale Adjustment, if appropriate) and Projection Errors tabs for viewing data related to a specific positionprojection.