Data Monitors Options

Updated: 2021-03-25

In 2020, we enhanced Options Profiles and local options folder to accept data monitor files that were previously only stored on the hard drive. If you have an existing options profile, we recommend add those files to it. At some point in the future, we will be requiring everyone to transition to this new format. Please read the Move Settings and Templates to an Options Profile to learn more.

  1. From the Start screen, click Options in the blue bar on the left side. If you have a file open, go to the File menu, then click Options.
  2. On the left, expand T1/TP1 (or a different module) and click on Data Monitors to apply the settings to all years. To set different options for a particular year, expand the section and click on a year.
  3. View and edit your default data monitors.
  4. To add more data monitors, open a file for the same module and year, and add the data monitor you need. See the Work with Data Monitors help topic. You may also change the content of existing data monitors that appear on module options pages. See the Data Monitor Expressions help topic.
  5. You can add this page to Options Profiles to share them with others. See the Options Profiles help topic for instructions.

Screen Capture: Data Monitors Module Options