How to set thresholds in Variance Reports

Within both the Financials and Audit System templates, the following two variance reports are available:

  • 30-402:  Variance Report - by account number
  • 30-403:  Variance Report - by leadsheet

Users can access the properties of these documents and apply thresholds to them in order to filter them, to show accounts/leadsheets with a movement over the threshold set. 
To assign thresholds to either document:

  1. Right-click on the relevant document, and select Document | Properties.
  2. Add a Threshold amount and/or a Threshold percentage, and ensure that the right selection is made in the And/Or picklist.
  3. Click OK

The thresholds set will then appear in the header of the document and only the accounts/leadsheets above these thresholds will now appear in the report.

Attached Files
There are no attachments for this article.
Related Articles
Data Store
Viewed 3100 times since Thu, Jun 19, 2014
Can CaseWare documents be exported to Microsoft Word/Excel?
Viewed 25016 times since Thu, Jun 19, 2014
How to create a back-up of a CaseWare File
Viewed 5922 times since Wed, Jun 18, 2014
Why can’t I see certain documents on my Document Manager?
Viewed 5546 times since Thu, Jun 19, 2014