• How are the reports requested?

• What do the reports look like?

• Are the reports easy to use?

• How do I manipulate the report to see what I want to see?

• How do I use 'Auto-Filters'?

• What are those different tabs at the bottom of the report?

• Need help with a report?

How are the reports requested?

The Reports can be requested from the SimGUI Web Site. Simply logon, go to SFL Features and then Reports. From the drop down box select the type of report you require.

What do the reports look like?

Are the reports easy to use?

Yes, they have all the functionality of regular spreadsheets

How do I manipulate the report to see what I want to see?

All the reports contain pre-formatted auto-filtering on each column to allow for quick manipulation of the data.

How do I use "Auto-Filters"?

To use this feature, simply click on the down arrow in the column heading. This displays a list of possible selections for that column.

Filtering rows on the stock Abbey National has the effect:

With a selection made, the down-arrow icon changes from black to blue.

To remove the filter simply, repeat the first step and select (all).

What are the those different tabs at the bottom?

When a report mixes different items such as stock and cash, multiple worksheets are utilised.

To change between different worksheets, simply click on the tabs at the bottom of the workbook. E.g. to view the cash balances on the above report, simply click on "Cash Balance".

Need help with a report?

All the reports contain a "mail-to" link in the top right hand corner. By clicking this, a new email message prompt will be shown which automatically contains all the necessary information required by Safe Financials to solve any problems or queries you may have with the report.

Alternatively, follow the web address to our web site

 

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