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Each page has its own range, which can be edited, changed to a new default or saved for future use.
In the case of the Sales dashboard, the range will also persist between tabs.
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If the page’s range has been changed from the default, or a preset range has been set as the new default, the “Range options” icon will be shown in yellow:
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The “Clear range” option will clear the current range and reset the page back to the default page range, or default preset range, if set.
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Preset range
The Preset range option enables you to save commonly used searches as “Preset ranges” and easily apply them without having to reselect re-select all search parameters.
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Each page has its own list of preset ranges, with except for the exception of the Sales dashboard, which shares its preset ranges across all tabs.
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A custom range can also be saved as the page default, so it will be automatically applied whenever the user navigates to the page:
After setting the desired range, select “Preset range” within the range options (1)
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Now, the selected range will be automatically applied whenever the page is visited and will be treated as the page’s default, such as when clearing the range.
This will also be visually indicated by the “Range options” in orange.
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This will also be every user’s default range for the page if they delete their currently existing default preset range.
After setting the desired range, from the Preset range page, click on “Set current range as the new System default range” (1).
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