Create a Screen Configuration

Activity Steps

  1. Open a screen that supports saved configurations.

    Note: See Screen Configurations for a list of applicable screens.

  2. Apply filters at the top of the screen as required; for example, Period, Location and Custom.
  3. Use the Configure Data and/or Configure Display panels on the right hand toolbar to select datasets, set the chart/table view and modify options as required.

    Note: See the help activities for each screen for detailed configuration steps.

  4. Click Apply to refresh the screen.

    As you make changes, an Edited alert displays next to the configuration name.

Note: See Save a Screen Configuration for how to save your configuration for future use.