Click the Customize button at the bottom of the Hotsheet widget.
Select the type of Hotsheet you want to work with and click Edit Criteria:
Note: If you would like to create a new Hotsheet (or a second instance of one that is already there; for instance, a second Cross Property hotsheet), select the type that you want and click the Add button.
That will open a search screen- enter the criteria you want to use, click Save and then Done.
When you want to run your Hotsheet, go to the Matrix home page, navigate to the Hot Sheets widget, set the date range (using the drop down in the bottom right) and then click the name/property type of the Hotsheet.
We have created a video that walks you through the steps of customizing a Hotsheet. Please click here to access the Hotsheet Setup video.