Introduction
The “Preset range” functionality enables you to save your common “Change range” searches as “Preset ranges” and easily apply them without having to select all search parameters each and every time you navigate to the page.
Preset ranges are saved separately for each page except for all 5 Sales dashboard pages that use the same preset ranges:
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Saving a “Preset range”
Start by selecting the parameters of a common search you perform on “Change range” page:
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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 “Preset range” (fig 1).
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If you want this search to be auto-applied when you navigate to this page you can mark it as a page default (only fig 3). Only one search can be set as a page default. If not marked as page default, the search will be applied only after selecting it from your list of preset ranges (fig 3).
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Once saved, the search will be available for selection in the pull-down menu.
To apply your saved search, simply select it from the list.
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Multiple searches can be saved according to what you need to see |
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Applying a “Preset range”
To apply your “Preset range”, navigate to the page, click “Preset range” (fig 1) and simply select your “Preset range” from the list of presets (fig 2):
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Once a preset range is applied on a page, the “Preset range” button will be colored in orange to indicate that you are seeing filtered results. |
To revert back to the full result, click “Reset to system default” or navigate away from the page
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Making changes in an existing “Preset range”
To make changes in an existing saved search, click “Preset range” (fig 1), select the saved search that you need to change (fig 2), and close the
Preset “Preset range setup” page (fig 3):
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Navigate back to the “Preset range setup” (fig 1) page and click “Save” (fig 2) to save your changes to your saved search.
Reverting to the System default filter
To revert back to the full results, click “Reset to system default” or navigate away from the page (unless set as a page default):
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To delete a saved search, select it in the pull-down menu (fig 2) and click “Delete” (fig 3).
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