For the complete documentation index, see llms.txt. This page is also available as Markdown.

Rearrange the Display Order

Only applied to Summary and Financial Analysis workspaces

Change Display Order in the Main Workspace

Step 1: Hover mouse over a panel's title bar. Click on icon, hold and drag it to the desired position within the main workspace.

Figure 1: Main Workspace Display Order

Step 2: Release the mouse button to drop the panel into its new position.

Step 3: Click on icon to save the current display order. You can save changes to current template or save as a new template.

Figure 2: Save changes to template

Repeat this process to rearrange other panels as needed.

Change Display Order in the Preference Settings

Step 1: Hover mouse over a panel's title bar. Click on icon, hold and drag it to the desired position within the main workspace.

Figure 3: Preference Settings Display Order

Step 2: Release the mouse button to drop the panel into its new position.

Step 3: Click button "Apply" to view the current display order.

Figure 4: Preference Settings buttons

Repeat this process to rearrange other panels as needed.

Last updated