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Can I specify the default tree level for summary reports?

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Can I specify the default tree level for summary reports?

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Yes. Select the Edit Profile link from the main navigation menu and the following screen will load: There are several options on this screen related to trees. The first option is Default level for unlisted trees. This option dictates how the summary reports will first appear. The summary report will be shown at either the most detail (specific accounts) or the least detail (Revenue and Expenses). In addition to this option, you can set specific levels for specific trees used frequently. To choose a specific trees default level, select the tree from the Add Default Tree Level for: list. The tree will appear below, with a dropdown list of the trees levels. Select the level that you want the tree default level set at. In the example above, the ACCOUNT tree and the ACCOUNT_NO_FRINGE will have a default level of Detail Accounts, which means when these trees are selected from the dropdown list, the Detail Accounts level will open. The tree levels can be changed within the Summary Reports, bu

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