You can review the results of the Unit Summary report in the Lock/Unlock Unit option. You can Lock/Unlock units within a dataset. You can view the Unit Code, Name, Pre-Tax, Total Tax, ETR, Note, Locked, Primary Contact, Last Modified, and Date.

 

You can Export the data from the Lock/Unlock Units page. However, you cannot Import data into this page.

 

By default, the filter is turned on, and only the units that are assigned to the Primary Contact appear. The option filters the unit list using the Primary Contact name. Apply and Clear filters to view specific information in the list.

 

To lock units in a dataset:

1.In My Datasets, select More.

2.Select Lock/Unlock Unit.

3.Click Locked for each Unit Code.

3.Click Save.

 

To lock all units in a dataset:

1.Click Locked in the column header.

2.Click OK to proceed or Cancel to close without locking all units.

 

To unlock units in a dataset:

1.Click Locked in the Locked column to remove the option.

2.Click Save.