Page Comparison

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Preset ranges are saved separately for each page except for the various tabs in the Sales dashboard pages which use the same preset ranges:

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Saving a “Preset range”

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1. Click the “Change range” button (fig 1).

2. Select the parameters of a common search you perform

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1. (fig 2).

2. Click “Apply” (fig 3).
   

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3. Once the results on your screen are filtered according to your selected parameters you can save this search as a preset range.

To save the current search , click as a preset:

1. Click “Preset range” (fig 1).

2. Give

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1. the range a descriptive name (fig 2).

2. If you want this search to be auto-applied when you navigate to this page

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1. - set the “My page default” switch to “ON”.
   If the range is not set as My page default, the search will be applied only after selecting it from

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1. the list of preset ranges (fig 3).

2. Click “Add new” to save your search (fig 4).

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Once saved, the search will be available for selection in the pull-down menu.

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