Preferences

Use the Preferences feature to select your preference for how you want to view data.

Set Your Preferences

1. Click your initials in the top right corner of the page, and then Preferences.
   The Preferences window displays.
2. Next to your user name, select your Viewing Preference, Tabular View or Calendar View. This is the default view for the Pricing Management page.
3. Select the Default Property to display when you first log on.
4. If you created Property Groups, select the Default Property Group that displays.
5. Select the Default Landing Page. The landing page is the first page that displays after you log on. We recommend that you select Information Manager to be aware of system Alerts.
6. In the Multi Property Screen Default setting, choose whether the Property or Group view will be your default display when you log on. This setting controls the default view for Information Manager and the At a Glance dashboard. See Property Groups for more information.
7. If enabled, select the Default Inventory Group. See Inventory Groups for details.
8. To use a fiscal calendar on At a Glance, the Business Analysis Dashboard, and the Budget module, select the Use Fiscal Calendar checkbox. Then, define your fiscal periods in Fiscal Calendar.
9. Click Change Personal Settings for user-specific options like preferred language or changing your password. The My Profile page opens.
10. Make changes on the Personal Details or Security tabs. For details about those tabs, click the Help icon ? on that page.
11. Click Back to return to the Preferences page.
12. Click Save.