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User Guide
English
English
  • About FiinGate
  • 🟦INTRODUCTION
    • About User Manual
    • How to Read This Manual
  • 🟦Getting Started
    • System Requirements
    • Login
    • Restrictions on Account Access
  • 🟦Product Tour
    • Quick Product Tour
    • Platform Layout
      • Header
      • Working Space
      • Footer
    • Features
      • Dashboard
      • Smart Search
      • Screening
      • Company Analysis
      • Dynamic Reports
      • Portfolio Insights
      • Alerts
      • User Management
      • Cart & Order
      • Library
  • 🟦User Manual
    • Change Preferences Settings
      • General Settings for Platform
      • Quick Settings
        • Change Language
        • Change Font size
        • Currency & Unit
      • Workspace Preferences
        • Access Preference Settings
        • Add or Remove Panels
        • Rearrange the Display Order
        • Save Workspace as a Template
        • Manage all Workspace Templates
    • Manage Dashboard
    • Search a Company
      • Using smart search
      • Search multiple companies with conditions
    • View Company Information
      • Summary
      • Company Profile
      • Filing Status
      • Ownership & Group
      • News & Social
      • Industry Overview
      • Financial Statement
      • Score
    • Customize Graphs & Charts
    • Download Information
    • Conduct Analysis
      • Financial Analysis
      • Industry Analysis
      • Peer Analysis
    • Manage Report
      • Types of Report
      • Order & Generate report
        • Business Credit Report
        • FiinGate Factsheet
        • Dynamic Reports
      • Download & View your report
    • Create & Manage Portfolio
      • Create a Portfolio
      • Manage Portfolios
      • Filtered Companies
      • Portfolio Insights
    • Alert Settings
      • Set Alert for a Company
      • Set Alert for a Portfolio
      • Manage All Alerts
      • Create & Edit Alert Profile
      • Following List
    • Payment Process
      • About the Cart
    • Manage My Activities
      • Update my profile
      • Engagement History
      • Transaction History & Billings
  • 🟦Methodology
    • Industry Classification
      • VSIC
      • ICB
    • Financial Ratios
      • Corporate
      • Banks
      • Securities
    • Credit Scoring Models
      • What is Credit Score?
      • About FiinGroup Credit Score
      • FiinGroup Credit Score Methodology
      • Limitation of Credit Score
  • 🟦Support
    • Customer Support
    • FAQs
  • 🟦Related Document
    • Appendix
    • Terms of Use
    • Policy
      • Cookies Policy
      • Privacy Policy
      • Data Policy
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On this page
  • 1. Add a Panel
  • 2. Remove a panel
  1. User Manual
  2. Change Preferences Settings
  3. Workspace Preferences

Add or Remove Panels

Only applied to Summary and Financial Analysis workspaces

PreviousAccess Preference SettingsNextRearrange the Display Order

Last updated 2 years ago

1. Add a Panel

First you need to access to screen.

The Panel List in these workspaces includes various panels you can choose from.

  • Click "Apply" to save changes and view your new workspace.

2. Remove a panel

#1: Remove panels from the main workspace:

Click on the "X" icon located in the panel's top right corner.

#2: Remove from Preference Settings:

  • Go to the Workspace Preview section. Hover over a desired panel and click icon "x".

  • Click "Apply" to save changes and view your new workspace.

Select the desired panel by clicking iconand it will be added to your main workspace.

🟦
Preference Settings
Figure 1: Summary Preference Settings
Figure 2: Financial Analysis Preference Settings
Figure 3: Summary workspace
Figure 4: Workspace preview