Default Display Settings

AptaFund provides two types of grid default display settings — system and personal, or user-based.

System grid settings

Certain grids have system default settings based on designated column layouts and filters. They will determine the way the grid is set up when you first open the window unless you have set up your own default.

System grid settings can't be deleted.

If not being currently displayed, you can access the system defaults from the grid settings menu.

Grids with system default settings

Personal default settings

Once you get the records in a grid arranged the way you want it, you can save the settings using the Table Display Settings dialog so the list will be arranged in that way whenever you log onto the system.

Set your default

Arrange the window the way you want to view it, then select Set as My Default from the Grid Settings menu.

Note: Users with Enhanced Reporting can also click the Set as My Default checkbox in the Save Grid Settings window.

Remove your default

Select Remove My Default from the Grid Settings menu.

Note: Users with Enhanced Reporting can also uncheck the Set as My Default box in the Save Grid Settings window.

 

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