The report options in TrueStandings HomeEquity are available from the Shared Reports and My Reports folders. Shared Reports contains the predefined reports that are available to all subscribers and your company shared folder. The company shared folder contains all reports saved for public access within your user workgroup. My Reports contains those reports that you have customized for your own use and are only available to your user account.
You may view the Shared Reports and My Reports pages in List view or Icon view. The List view displays one line for each report object (i.e., report, filter, template, document) with a thumbnail icon identifying the type of object. The Icon view displays the reports and report objects with a large icon identifying the type of object.
The following icons are used in Shared Reports and My Reports when displayed in Icon View:
Note: When viewing Shared Reports and My Reports in List View, the icons are smaller and are not offset on a "page".
Icon |
Object Type |
Folder – subfolder to group reports or objects within the primary folder |
|
Report – a fully defined report definition with a report filter and template |