View a saved screen configuration

During your Reconcilor implementation, at least one saved configuration is usually created for each analysis screen, and each screen is set up with a default configuration. You can also save your own configurations and view configurations shared by other users.

Activity steps:

1. Open a screen that supports saved configurations.

   Note: See Screen configurations for a list of applicable screens.

   The default configuration displays.

2. To select a different configuration, click Manage Configurations (folder icon) in the configuration toolbar on the right of screen.

   The Saved Configurations panel displays a list of available configurations. If configurations have been organised into folders, folders display in alphabetical order. Expand a folder to view the configurations within it.

3. If required:
   1. Enter a Search term to filter the list. The search includes configurations inside folders.
   2. Filter by Private or Global.
4. Click the name of the configuration you want to view.

   The screen refreshes to display your selected configuration.

5. Close the Saved Configurations panel.