Tip of the Month
Access Saved Layouts from Desktop
Did you know you can quickly and easily access your frequently used searches and reports from your Advisor Portal’s Desktop?
Create your own customized presentations of search results and data tables with Saved Layouts! A Saved Layout can consist of specified filters, columns, column order, grouping, and sorting and can be set as the default layout of a page.
Using My Layouts on Desktop
1. Add the My Layouts widget from the Desktop.
2. Within the widget, access any layout that has been published on the Desktop.
3. Click on the layout name and navigate to the page showing the customized view.
Publishing an existing Saved Layout to Desktop
1. Select an existing layout from the Saved Layouts menu and click the pencil icon to edit.
2. Select Publish on desktop.
Publishing a new Saved Layout to Desktop
1. Click on Add new layout from the Saved Layouts menu to customize the view using filters, the Column Manager, and sorting.
2. Name the new layout and check Publish on desktop.
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