Creating a Customized View
Note: This feature is not available in all products.
Procedure
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From the Document Manager, open the Risk Report or Control Matrix. For more information, see Risk Report or Control Matrix.
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In the Filters area, select the desired options from the drop-down lists.
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Click
to refresh if necessary.
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To adjust the columns to display, under Report mark off the columns not desired.
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To group the risks, click
, or from the Report menu, select Layout.
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To modify the width of a column use the ruler at the top of the report and drag the markers to the desired location.
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To save the report for future reference, give it a unique name. Select Document and then Save View. Click the Create New View option and type a unique name for the risk report or control matrix. You can also overwrite an existing view by select Save To option.
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Click OK.
Result
Your customized view is saved. If you need to delete the view, select Document and then Delete View or click on .
This online help system applies to all CaseWare Audit, Review, and Compilation products. Not all features are available in all products.