7.1.3 Toolbar Actions

The Refresh and Save buttons appear in the top-right corner of the dashboard header, next to As of Date. A Help button is also available for contextual guidance.

Table 7-1 Toolbar Actions

Action	Description
Refresh	Reloads the dashboard with the latest data for the current filter selection (As of Date Range, Rate Type, Dimension, Values, and Currency). Filter selections are not changed by this action; only the underlying data is re-fetched. The Refreshed As On timestamp in the header updates to reflect the new load time and as-of date.
Save	Saves the current filter selections as the user's default view for the Trend Analysis Dashboard. The next time the dashboard is opened, it loads with the saved filters applied instead of the system default (Rate Type: All-in TP Rate).
Help	Opens the contextual help documentation for the Trend Analysis Dashboard.

Note:

The Refresh and Save actions apply to the dashboard as a whole. To refresh or reconfigure an individual widget, use the ellipsis (...) menu on that widget instead, see Widget Actions.