Calculations

Transaction drilldown

The consolidated numbers in the analysis sheets in each calculation display as hyperlinks so you can select each number to view a separate report of the underlying transactions.
  1. Select
    Calculations
     from the main menu bar.
  2. Select the hyperlink to open any calculation where the entity has been imported.
  3. In the left pane, select any schedule that provides a summary of imported data.
  4. Select the hyperlinks on imported amounts fields.
  5. The drilldown window opens to show the underlying transactions. You can group or filter the resulting transactions.

This article applies to:

  • PRODUCT: ONESOURCE Trusts