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Manage Segments

Saved segments can be archived and re-ordered by navigating to Settings -> Manage Segments.

Archiving Segments:

Archiving a segment will allow you to remove "clutter" from your list of saved segments, while maintaining the segment for future use. You can also delete a segment if you never intend on using it again.

  1. Click on the navigation item Settings -> Manage Segments
  2. Select the segment you want to archive from the left column Active Segments
  3. Drag your selected segment to the right column Inactive segments
  4. Scroll to bottom of the page and click Save Changes

Re-Ordering segments:

Changing the order in which a segment appears both on your dashboard and client list page will help you and your staff access the most important segments/reports more easily.

  1. Click on the navigation item Settings -> Manage Segments
  2. Select the segment you want to archive from the left column Active Segments
  3. Drag the selected segment to the position you'd like it to appear (keep the segment in the left column Active Segments
  4. Scroll to bottom of the page and click Save Changes

Dashboard Segments:

Your dashboard displays 10 segments. All segments you wish to display on your dashboard must be marked as visible on dash board. If you have more than 10 segments marked as visible on dashboard the first 10, as ordered on your Manage Segments page will display.

Making segments visible on dashboard:

  • Navigate to your client list page

  • Select your desired segment from the custom segment drop down menu.

  • Click the cog icon next to settings which will appear on the right side of your selected custom segment.

  • Click the toggle Visible in dashboard, making the toggle green.
  • Click update to save your changes.