How to Create Picklists

Created by Markita Reed, Modified on Fri, 4 Apr at 8:23 PM by Markita Reed

How to Create Picklists

What is a Picklist?

Picklists are used to quickly generate selections of data when running reports in iBank.

Picklists can be created for all of the categories shown below.

*NOTE: The following instructions can be used to create picklists under all categories shown above.*

One of the most popular picklist category options is 'Accounts'. When an account has several DKs, Account Picklists offer users to run reports using a group DK list, instead of adding each DK to reports manually.

To create an Account Picklist, click the 'Accounts' category, and the below shown page will open.

1. Add picklist name in the 'Name' field.

2. Select all desired Accounts using the 'Select Account' drop-down, or copy and paste your list directly into the open box.

3. Save picklist by clicking on 'Save'.

Once the picklist is saved, it will assign a new 7 digit DK# as shown below: (ex. U-10740)

*NOTE: Picklists can be adjusted any time by coming back to this picklist page, adding or removing values, then clicking 'Save'.*

Once a picklist is created, it will be searchable within the reporting fields as shown below.