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Saving Views and Layouts

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Saving Views and Layouts

Last Updated: October 6, 2022

Once a satisfactory view, chart or layout has been defined, it can be saved for future use by using the floppy disk icon on the toolbar on the right hand side. Save as Public: Determines whether or not this item can be accessed by other users. Only users with Administration access are allowed to create...

Refreshing Data

Last Updated: October 6, 2022

The data being displayed within any View or Layout currently in focus can be refreshed by selecting the “Refresh” icon in the top right hand corner.