Account elements table page

Dimensions > Account > List

Purpose of the page

This page allows you to view all the existing accounts and to insert new ones, defining all the relative characteristics.

Actions on this page

Element	Description
	This filters the data shown on the page.
	This adds a row in order to insert a new account.
	This duplicates an account with the same characteristics as the one selected, with the exception of the code.
	Deletes the element contained in the selected row.
	This enables/disables the grid modify function. This allows you to change the characteristics of the selected elements directly in the table and to hide the configuration tabs.
	Enables multi-row selection to allow mass changes.
	Selects the columns to be shown/hidden in the table and those to be locked when scrolling the table.
	Exports data in Excel format. This file cannot be re-imported into CCH Tagetik.
	Exports the data in Excel format so they can be edited and reimported into CCH Tagetik.
	Imports data from a previously prepared Excel file.
	This shows different ancillary functions. For example, it allows you to access the Recode function and to change the code related to an account.
	This sets the parameters to generate Excel reports. Restrictions on custom dimensions report: this generates reports on the restrictions applicable to the different accounts. Report: this generates reports on the different types of accounts.
	This shows a number of functions that can be run on the selected accounts. Create Variations: this creates variation accounts to be related to the normal account selected, using the chosen Var. - Det. node. Create Details: this creates a variation account to be related to the normal account selected. Relate as similar account: this creates a new account, inheriting a number of characteristics from an existing account.