Organize your screeners

The screener tab lets you organize your screeners by naming and saving them, opening a previously saved screener, deleting a previously saved screener, or starting a new screener.

To name and save a screener you have customized:

  1. Click Save as from the top menu of the screener tab.

  2. Enter a name for the new screener in the Name field.

  3. Click Ok. A confirmation message will briefly appear, indicating that the screener was saved.

  4. Tip: if you have already saved a screener, but have decided to modify the criteria, you can save your modified screener by clicking Save from the top menu of the screener tab. All changes made to your screener will be saved for later reference.

To open a previously saved screener:

  1. Click Open from the top menu of the screener tab.

  2. Select the screener you want to open from the menu that appears. All of your previously saved information will populate the screener tab.

To delete a previously saved screener:

  1. Click Delete from the top menu of the screener tab.

  2. Select the screener you want to delete from the menu that appears.

  3. A confirmation screen will appear. Click Ok, to delete your screener.

To start a new screener:

  • Click New from the top menu of the screener tab. All settings in the screener tab will reset.

  • Tip: to reset only particular settings, click the Reset button located next to the search filter you want to restore back to original settings.
Selecting a default screener will automatically load it anytime you visit the home tab. To select a default screener:

  1. Open a previously saved screener.

    or

  2. Save a new screener.

  3. Click Set default from the top menu of the screener tab.
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