Understanding the Specialized Viewing Options

 

 

 

 

These are the specialized viewing options.  Each option is explained below.

 

Display monthly data entry sheet

When this option is checked, the Monthly data entry sheet is displayed.  The Monthly data entry sheet stores the monthly data typically entered on the D sheet.   You can make changes to monthly data or enter monthly data within this sheet.

 

 

 

Display last year's monthly data entry sheet

When this option is checked, the previous year's Monthly data entry sheet is displayed and available for editing.

 

 

Display Charts for previous years (M1 - FT1)

When this feature is turned on, you can review the M1 - FT1 sheets which are currently hidden by default.

 

 

Display GL Transfer Mapping

When this feature is turned on, the Gl Transfer Mapping sheet is displayed, and you can edit the sheet as needed.  To hide the sheet, deselect the checkmark next to this option.

 

 

Display values in dollars (not millions)

When this feature is turned on, Insight will display all values in dollars instead of millions. This is recommended for credit unions who are under 10 million in assets.

 

 

Show all values in Growth Chart

When this option is turned on, the growth chart will display all dollar amounts for each planning year.

 

With Show all values option off

With Show all  values option on

 

Display Data Tables in Charts

This option will display corresponding data tables on each Chart.

 

With Display data table option on

 

Show yellow shading in sheets

Deselecting this option will remove the yellow shading from each sheet, for ease of printing/viewing.

 

 

Show sheet tab colors

Deselecting this option will remove the color coding from the sheet tabs.

 

With Show sheet tab colors off

 

With Show sheet tab colors on