Set your desired defaults for the application from the User Preferences page. Note: Some of these settings may not be available due to organizational requirements.
Avatars
Select whether a gender-neutral preference is desired throughout the application.
Household Avatar Subtitle
Decide if no age setting is desired on the map, if an age is desired, or if the date of birth is desired.
Instrument Dollar Value Rounding
Depending on your organization's requirements, dollar value rounding is available. One can round to ten, a hundred, or a thousand.
Localizations
Default country
Default currency
Desired date/time format
Asset-Map Platform Behaviors
Default Asset-Map report page PDF print orientation
Default household start page - this is the first page you will see when entering a household. Typically it is the summary page.
5/2025