Tip: Saving the pivot analysis

Written by Marcel Thijssen on . Posted in Exact Synergy

When certain information of a pivot analysis is used often for reports, it is possible to save the criteria and entities of the desired pivot analysis in personal favorites. To save the criteria and entities, follow the steps below:

  • Make a pivot analysis, as desired
  • Click the button ‘Favorites’ on the top-right of the page
  • Enter a description for the favorite, select the category in which you would like to save the favorite and click ‘OK’.

 

In the list with personal favorites, there will now be a direct link to the pivot analysis including the criteria and entities defined beforehand.

 

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