Customize a Hotsheet (widget)

 

If you have already set up a hotsheet within the widget on the Matrix homepage and would like to adjust the search, or if you have not yet set up the Hotsheet widget but would like to customize it with your specific criteria, start off by clicking the Customize button at the bottom of the Hotsheet widget.

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Select the type of Hotsheet you want to work with and click Edit Criteria:

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That will open a search screen- enter the criteria you want to use, click Save and then Done.

When you want to run your Hotsheet, go to the Matrix home page, navigate to the Hot Sheets widget, set the date range (using the drop down in the bottom right) and then click the name/property type of the Hotsheet.

 

Note: If you would like to create a new Hotsheet (or a second instance of one that is already the Manage Hot Sheets list (for instance, a second Cross Property hotsheet), select the type that you want and click the Add button. 

 

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