In the Cash Projections Viewer workspace, you can search for existing cash projections and can customize the search criteria and the search options..
To search for cash projections:
- In Accounting Center, in the left navigation pane, click Reports > Cash Projections Viewer.
You see the Cash Projections Viewer workspace. - In the Search Details pane, complete the search criteria.
- Click the Search button.
You see the selected search criteria in the header area. You see the search results in the grid.
Cash Projections Viewer Search Options
In the Cash Projections Viewer workspace, when you search for cash projections, certain fields are available by default in the Search Details pane. You can click Add Search Criteria to add additional fields and apply your changes to your search criteria.
| Option | Description |
|---|---|
| Default Options | |
| Projection type | Identifies the type of cash projection. Options include:
|
| Report name | Specifies the name of the cash projection report. This is the report name specified when you create a projection. |
| Projection status | Identifies the current status of the cash projection. Options include:
|
| List By | Indicates whether the cash projection was created by entity, entity list, or Processing Center. Options include:
|
| Entity ID | Specifies the unique account identifier of the entity associated with the cash projection. |
| Entity Type | Specifies the type of entity associated with the cash projection. Options include:
|
| Report Start Date | Specifies the start date of the cash projection. |
| Report End Date | Specifies the end date of the cash projection. |
| Accounting Basis | Specifies the primary accounting basis for the entity. If you choose an entity that uses cash segregation, you can select the custody accounting basis, CUST. |
| Additional Options | |
| Entity Name | Specifies the descriptive name of the entity. |
| Currency | Specifies the currency associated with the cash projection. |
| User Name | Specifies the name of the Eagle user associated with the cash projection. |
| Page Rows | Specifies the number of rows to display in the Cash Projections Viewer grid. |
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