Financial Dashboard Preferences
To access the Cougar Dtails Financial Dashboard Preferences window, select Options > Financial Dashboard Preferences from the Cougar Dtails - Financial Dashboard menu bar. You can set preferences for the Profit & Loss (Revenue & Expense for Fund users) and Cash Flow views of the dashboard. On both tabs of the Cougar Dtails Financial Dashboard Preferences window, you can set your default date range and data size.
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Also from these tabs you can open the Account Grouping Tree View window by clicking the Define Data Groupings to Show button. This window allows you to define which accounts are included in the displayed data for each view. See Selecting Which Accounts to Include for complete information.
Date Range Options
Use this drop-down to select the date range you want as the default throughout the Financial Dashboard. See Date Range Options for your choices.
Data Size Options
Use this drop-down to select the way you want the data grouped as the default throughout the Financial Dashboard. See Data Size Options for your choices.
Published date: 10/23/2019