Some of your settings persist as you navigate around the dashboard. This means the platform remembers your preferences, reducing the need to repeatedly adjust the same settings as you work.
Settings are remembered per device and per browser. If you switch to a different computer, use another browser, or clear the site data, your settings will reset.
Decisions Table
The following settings in the Decisions table are remembered:
Initial Filters – Your choice of My Decisions, Unassigned Decisions, or All.
Number of Results Displayed – Whether you choose to view 10, 20, 50, or 100 decisions at a time.
Column Settings – Any changes to the columns shown. For example, if you remove the Source column or add the Final column, these preferences will be saved.
Affordability Data
When viewing Affordability information within a decision:
Transaction Date Range – Your selected range (e.g. 90 days, 180 days, or maximum) will persist and apply across all Affordability tabs (Income, Spend, and Balances).
Number of Transactions Shown – This still defaults to 10 rows and does not persist.
What Doesn’t Persist
Not all settings are remembered. For example, the Full Width view on each decision will reset when you navigate away.
Your Feedback
We welcome your input on which other settings you would like to see persist. Please share your feedback via chat, with your client success manager, or by email at [email protected]