Limit data from source

Overview

In this screen, the report lines that constitute the report found in the Plan overview workbook are displayed. Typically, the account module is used for only a subset of these report lines. If so, the proposal should be narrowed down to reflect this.

This is done by un-checking the report lines for which the account module is not used or does not require a pre-filled proposal.

Un-check as appropriate and click the Save button.