Create New Layouts


 To create a new layout

  1. On the main toolbar of Personal Dashboard or Investigate, click Layouts.

  2. Click Manage Layouts.

  3. Right-click the grid, and then click New.

  4. Type a name for the layout.

  5. Select the appropriate permissions from the following:Private. Can only be used by the owner. This is the default.Public All. Can be applied by anyone, but the layout can only be modified by the owner.

  6. (Optional) Enter details in the Brief Description box.

  7. (Optional) Enter information in the Additional Details box.

  8. Click OK.