Save List

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Save List

To Save a List

1.Click the Create New List button.

2.Enter a name to be used to save this list in the Add New List dialog.

3.Click OK.  The saved list will be displayed. Any changes made to the table will be auto-saved.

 

Note:  See My Organizations to share your lists (or make them private) and manage permission status. See My Organizations for more details about permission status options.

 

Note: Users must create a saved list before editing the table.

 

To Select a Saved List

Select a saved list displayed in the saved list menu.

 

Note:  When saving a Benchmark List or Geographic List, changes to Organization Data (e.g., industry, revenue size, planning date, etc.) will not be automatically saved with the list.  To save the Organization Data associated with your saved list, click Save under List Settings.  To use Organization Data previously saved in association with your Benchmark List or Geographic List, click Load under List Settings.

 

To Create a Copy of a Saved List

1.Select a saved list.

2.Click the button.

3.Enter the new name to be used to save this copy.

4.Click OK to save the copy.

 

Note: If the user is viewing a saved list and wants to start a new blank list, then click Create New List.  

 

To Rename a Saved List

1.Select a saved list.

2.Click the button.

3.Enter the new name to be used to save this list.

4.Click OK to save the new name.

 

To Delete a Saved List

1.Select a saved list.

2.Click the button.

3.Confirm deletion of the selected list.

 

To Share a Saved List

See My Organizations

 

To Create an Organization Profile

See My Organizations

 

To Export the Table

See Export to PDF

See Export to Excel

 

To Print the Table

See Printing

 

To Import a List

See Import Areas or Import Jobs