Skip to main content
insightsoftware Documentation insightsoftware Documentation
{%article.title%}
Published:
Was this article helpful?
0 out of 0 found this helpful

Client Data

This section contains information about configuring client-specific settings for each client.

You can configure the objects, dimensions, and structures you need for planning and reporting and you can also manage the planning versions. In a multi-company setup with consolidation and multi-currency handling, you configure and maintain many of the client-specific settings here.

Access Client Data by selecting the icon from the menu:

The Search field can be used to search for specific client data. The search will perform a "contains" search of the word/letters that you enter in the field.  

Two buttons display to the right of the Search field:

  • Object overview

  • New item

Expand or collapse sections by selecting the arrows, like below:

To open a specific item, select the title from the list.

The following data is available in the Client Data menu:

This section contains the following subsections:

Published:

Client Data

This section contains information about configuring client-specific settings for each client.

You can configure the objects, dimensions, and structures you need for planning and reporting and you can also manage the planning versions. In a multi-company setup with consolidation and multi-currency handling, you configure and maintain many of the client-specific settings here.

Access Client Data by selecting the icon from the menu:

The Search field can be used to search for specific client data. The search will perform a "contains" search of the word/letters that you enter in the field.  

Two buttons display to the right of the Search field:

  • Object overview

  • New item

Expand or collapse sections by selecting the arrows, like below:

To open a specific item, select the title from the list.

The following data is available in the Client Data menu:

This section contains the following subsections:

For an optimal Community experience, Please view on Desktop
Powered by Zendesk