CIPAceTM Help

View Contract Financial

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Navigate Here: Implementation > Contracts > Browse Contracts; select a contract > Financial tab

 

The Financial tab page may vary depending on the configuration made during the implementation phase of your CIPAce product.

 

ContractFinancial

 

The Report Name dropdown list shows the names of all analytics reports that have been published to contract. You can choose to view any of them.

 

You can switch between Chart and Grid views by clicking the corresponding tabs on the top of the report.

 

ContractFinancial_GridView

 

You can select the category items in the Categorical options (e.g. Funds) in the bottom of the report.

 

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