Trial Balance - Configure

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I have a question regarding the configure tab (which allowed me to see my dates I had selected when running the Trial Balance). The configure tab had an option of hide and unhide, and I accidentally clicked on unhide where it went away and now I am unable to get it back.

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Sohaib Cheema 49,679 Super User 2026 Season 1 on at

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Though complete information has not been provided, but i can guess that you can get your form back in same position by deleting the personalization.

can you please post a screenshot or path of the form/report..?

in general as if you will right click the form, you can choose personalize and that can allow you to delete the personalization.

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I am trying to bring this view, where the small icon besides Budget Balance indicated configure, and when I clicked unhide, this view went away and I was unable to bring it back.

I am unable to find the option of personalization. Can you please guide me as to where it would be? Thank you!

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Sohaib Cheema 49,679 Super User 2026 Season 1 on at

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Do you have access to manage your usage data from your user options..?

If so, please open your usage data and delete the data for form parts.

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Hi

Thank you for your response. I was able to follow you till usage data. But I don't see the Parts option that you mentioned. Instead I see the following:

Please advise.

Thank you

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Sohaib Cheema 49,679 Super User 2026 Season 1 on at

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Hi,

that seems correct. As you can see from my provided screenshot, i am searching with *part*

There you can search the pats and you can delete the records for the parts that you have changed

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Hi,

I have tried that with not much luck. Since I am unable to see the parts and the record that I have changed something. I compared this with my colleague who has this view and we werent able to see if there was anything different from my record compared to my colleagues. Ultimately, I am trying to get this view back.

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Sohaib Cheema 49,679 Super User 2026 Season 1 on at

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1) Is your colleague getting anything extra in this view..?

2) Have you deleted the part record from usage data..?

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1) My colleague is getting to see the date selected for running the trial balance in this view.

2) I couldnt find any option of part record per my screenshot below, and Im unable to delete anything:

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Sohaib Cheema 49,679 Super User 2026 Season 1 on at

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You can find the delete option from File Menu (Top-Left Corner).

Can you please post a screenshot of your colleague's view..? Further i wonder if there has been any security changes for your user.?

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