Since releasing the web viewer, we’ve done quite a few posts and videos on what it can do and how to use it. All of this information is a great resource, but we still get quite a few questions about what the web viewer does and how people can use it. So, I thought I’d pull together a map of the web viewer to use as a quick reference for those new to the web viewer and for those that could use a little refresher.
(click picture to see larger)
Save it to your desktop or hang it on your wall to help you as you are learning the web viewer or if you just need a reminder.
another excellent post.
question from my controller. Balance sheet cross references that refer to the back up to a particular line would be able to be entered as comments against an item in the web viewer. However they do not appear to port from report to report, so every time a new balance sheet is generated any notes / comments are lost.
Is there another place / feature that we should be using for more permanent comments / notes?
You can copy comments from report to report in the desktop viewer. You can also use the DES format code and enter notes in the row definition if they are permanent types of things you that need to be included with every report.