After opening a Snapshot layout from the Manage Snapshots panel on a Homepage Tab, Business Entity/Company Snapshot panels can be customized via their Settings tabs. Within this tab, Administrators are able to change:

Any customizations made within the Settings tab must be saved by clicking the Save button within the Settings tab and the Save button for the overall Snapshot layout.

To customize Snapshot panels, first open the Snapshot layout whose panel you'd like to customize via the Manage Snapshots panel on a Homepage Tab.

1. Locate the Manage Snapshots panel on your Homepage Tabs.

2. Click the name of the Snapshot layout whose panels you'd like to customize.

All panel customization occurs within a panel's Settings tab.

1. Locate the panel you wish to customize and click Actions.

2. Click Settings to open the Settings menu for the panel.

Within the Settings tab for a Panel, you can also change the panel's name, type, and how many records are visible in the panel before a user needs to navigate to the next page of results.

1. Enter your desired name for the panel in the Panel Name field.

2. Select the panel's type in the Panel Type field. The two options are:

3. If the panel is a List panel, enter the number of results that will appear in the panel before a user has to navigate to another page in the Results Per Page field.

4. If finished customizing, click Save to close the Settings tab.

Panel titles, when clicked, take users to an entity Screen. If your Snapshot panel is not a pre-configured panel from the Panel Catalog, you can change which Screen the panel's name takes users to when clicked.

1. Locate the Navigate To dropdown within the Settings tab.

2. Within the Navigate To dropdown, select the Screen you want the panel's name to navigate to. Screens highlighted in blue are ineligible as options.

3. If finished customizing, click the Save button within the Settings tab to close the tab.

The fields that are displayed in a panel are determined by the panel's Saved Search, which can be changed in the panel's Settings tab.

1. Locate the Saved Search field in the panel's Settings tab.

2. If you've already created a Saved Search that contains the fields you want displayed, select it from the dropdown. Otherwise, click Modify Search to open the Advanced Search page for the panel's current Saved Search.

3. Locate the Columns section. The columns listed here are the fields displayed in a Data type panel or the columns displayed in a List type panel.

4. Add or remove columns from the Columns section as needed. See this article on Advanced Searches for information on how to add and remove columns.

5. If the panel is a List type panel, locate the Criteria section. The criteria here determine which records will appear in the panel.

6. Change the criteria as needed; for example, if your panel is displaying Documents but you only want it to display Documents of the Document Type Articles of Association, enter a criterion that states that the Document Type field Contains the value Articles of Association. See this article for more information on search criteria.

7. If desired, enter a new name for your Search in the Search Name field.

8. Click Save if you did not change the name of the Search or Save As if you did the change the name in order to save and exit the Advanced Search page.

9. If you're done customizing the panel, click the Save button within the panel's Settings tab.

Snapshots can be customized within the Settings tab so that particular panels are displayed when the Business Entity/Company belongs to a certain Category, Entity Type, or Jurisdiction.

1. Locate the All Category, All Type, and All Jurisdiction checkboxes within the Settings tab. These checkboxes determine if the panel is appearing on the Snapshot for all entities regardless of their values in these fields or only for entities with specific values in these fields.

4. Click the entity property you'd like to use to determine if the panel should be hidden from the Snapshot. An expanded checklist will then appear.

5. Tick the checkboxes next to the values that you'd like the entity to possess in order for this panel to appear on the Snapshot.

6. Click the Save icon within the panel if finished with customizations.

After customizing a Snapshot panel via its Settings tab, both the panel and the Snapshot layout need to be saved.

1. First, save the individual panel you customized by selecting the Save button within the panel itself, located under the Saved Search field.

2. Next, locate and click the Save button in the top right corner of the Snapshot page. Your changes are now saved and active within your GEMS database.