Introduction
The “Preset range” functionality enables you to save your commonly used searches ( “Change range”) 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 the various tabs in the Sales dashboard pages which use the same preset ranges:
Saving a “Preset range”
Start by selecting the parameters of a common search you perform on “Change range” page:
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).
Give your search a descriptive name (fig 2).
If you want this search to be auto-applied when you navigate to this page you can mark it as a page default (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).
Click “Add new” to save your search (fig 4).
Once saved, the search will be available for selection in the pull-down menu.
Multiple searches can be saved according to what you need to see
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):
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.
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 range setup” page (fig 3):
Open the “Change range” page and make the necessary changes:
Navigate back to the “Preset range setup” (fig 1) page and click “Save” (fig 2) to save your changes to your saved search:
Deleting a “Preset range”
To delete a “Preset range”, select it in the pull-down menu (fig 2) and click “Delete” (fig 3).
To revert back to seeing full unfiltered results, click “Reset to system default” (fig 4):
