How to Customize your Home Screen by Copying Columns
Easily Customize Your Home Screen by Copying Columns
You have customized the reports on your home screen with the exact columns you need and the report is just the way you want*. Now you want all the other reports on your home screen to have the exact same columns. What can you do to make this easier? Learn how with these few easy steps!
Configure View
On the Home screen, reports can be created based on the Folder’s or Task’s information. These reports are created in Advanced Search.
Example Folder and Task Reports
Selecting the report you would like to customize. Click on the on the Columns icon located in the far right corner on your Home screen.
Adding Columns
To copy the column headers from one report to the report you have selected; click on “Load Setting From:” Select the report you want to copy. All the column headers established in the original report will now appear on the new report. Keep in mind that the reports created using Folder information and Task information are separate search types. Therefore, you can only Load Settings From a Folder Report to a Folder Report and a Task Report to a Task Report.
Load Settings From: Folders
Load Settings From: Tasks
If you found this article helpful, you may also enjoy Adding and removing Columns and Auditing. *Please refer to Adding and Removing Columns when setting up columns for the first time.
Please contact Title iO Technical Support at 801-290-8585 ext. 2 or support@titleio.com for further assistance. Title iO, LLC and its successors and assigns makes no express or implied warranty respecting the information presented and assumes no responsibility for errors or omissions.