An unconfigured view has a single, outlined blank area with a   button to add content. Above this area are various actions:

•      names of the available views. Click one to select it for configuration.

• to define the view as a single area (the default) or several areas in various patterns:


Select the layout that best suits the number and characteristics of the widgets to be included in the view.

•  to save the changes and make the view available for use. Failing to do this before exiting the option will lose your changes.

Once a widget is saved, you can click:

o    to configure it by setting or altering the filter for a standard widget, or by making additional changes for enhanced data and chart widgets; for an unconfigured widget, this action is available when not in edit mode

o    to access the widget full screen

o    to open the widget and list the records found by the filter

o    to close the widget and hide the list of records

o    for certain widgets only, to refresh the list to show the latest data.

•  to cancel any unsaved changes.