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Blocking display of old funds in web apps

By crystald | Published January 31, 2017

To prevent the display of old, closed-out funds in web apps:

  • Log into web apps.
  • Click on “Edit Preferences”.  It’s in the upper left hand corner, just to the right of the word EDGAR.
  • Look for “Edit Default Preferences for Rice Books”.
  • Change the date next to “Exclude Term Date”.
  • Save preferences.

So, for instance, if you enter 01-JUL-2016 you will not see any fund terminated prior to 01-JUL-2016.  This will not interfere with downloads and queries, but will filter these old funds out of “my funds” and org-based displays.

Posted in Banner tips and tricks | Comments Off on Blocking display of old funds in web apps