Testing Statement Scenarios Offline

If you have identified special conditions where rows may be hidden on a statement, you can test the statement offline in Excel to validate the show/hide logic.

  1. Export the SecureSheet.  Include all tabs in your export so the statement tab can pull values from the main SecureSheet tab.
  2. Unhide hidden columns on the statement tab.
  3. Change the Unique ID in cell N2 for an employee who meets a specific scenario that you want to test.
  4. Verify the values in column L on the statement tab.
    • If a row should be hidden for that employee, column L will not display "Show".  
    • In Excel, if you want to see the formula controlling the Show logic, select Formulas from the menu bar and click Show Formulas

NOTE:  An administrator statement testing view may also be set up in SecureSheet so that you may experience a similar process that your end users will follow when exporting statements.