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Hide, Reveal and Unhide Financial Instruments
Hide, Reveal and Unhide Financial Instruments

A feature that gives you more flexibility and control over how your client’s financials display on an Asset-Map.

Michael Schwabe avatar
Written by Michael Schwabe
Updated over a week ago

Hide, Reveal and Unhide one or more Financials from the Financials page or the Asset-Map page

Overview

The Hide, Reveal and Unhide feature in Asset-Map allows you to quickly hide, reveal and unhide hidden financial instruments on the Financials page and Asset-Map Report page. This gives you more flexibility and control over what financials are displayed and included in financial calculations and reports.

Important Note: Once a financial instrument is hidden, with the exception of the Target-Maps' What you Have page, the financial is no longer available for use on Asset-Map Platform until it is unhidden.

Hide a Financial Instrument(s)

This is accomplished from the edit window of the financial instrument or from the Search and Select Tool on the Financials page and Asset-Map page.

Edit window

  1. Open a Financials' edit screen. This can be accomplished by clicking on the tile on an Asset-Map, or on the pencil icon on the Financials page.

  2. Click the Hide checkbox on the bottom left of the modal.

  3. Click ‘Update’.

Search and Select

Reveal a Financial Instrument(s)

  • Using the right-click menu option on the Financials page or Asset-Map page.

The right click menu will display an option to "Show Hidden". Clicking Show Hidden will reveal the instruments as a shaded financial item.

  • Using the Search & Select tool by clicking its icon will also reveal hidden financials.

Unhide a Financial Instrument(s)

Unhiding a hidden financial is a two-step process.

  1. Reveal what you have hidden. Revealing does not allow the financial to calculate or be present in reports.

  2. Then Unhide to display the tile and use in calculations and reports.

From the Asset-Map page's right click (or use the Actions menu) to select "Show Hidden", or use the Search and Select tool. Any hidden asset will be revealed as a shaded tile. Click the financial to utilize the Hide/Unhide option or click the tool option to unhide the financial.

From the Financials page's right click (or use the Actions menu). Then select Show Hidden to reveal the Hide column and uncheck the hidden. Alternatively, use the Search and Select tool to reveal all hidden financials and use the Unhide tool.

6/2022

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