Create and Manage Machine Dynamic Status Presets in Nayax Core

Build custom report layouts in the Nayax Core MDS - called Presets - to display exactly the machine data fields your business needs, then save, schedule, and manage them for ongoing use.

General

Operations  Machine Dynamic Status  Presets

Create and Manage Machine Dynamic Status Presets in Nayax Core

Build custom report layouts in the Nayax Core MDS - called Presets - to display exactly the machine data fields your business needs, then save, schedule, and manage them for ongoing use.

What are Presets?

By default, the MDS report shows a standard set of machine columns. Presets let you define which columns appear - and in which order - so the report is built around your business, not the other way around.

Once created, a Preset appears as a named tab alongside Machine Status and Monthly Sales. You can have multiple Presets - each showing a different combination of fields - and set one as your default view.

⚠️
Presets are user-specific. A Preset you create applies only to your account and does not affect any other users in your organisation.

Before You Start

  • ✓ You have an active account in Nayax Core.
  • ✓ You have already opened the MDS and can see the report tab bar. If not, see Use the Machine Dynamic Status (MDS) in Nayax Core first.
  • ✓ You know which data fields you want to include in your custom view.

Create a Preset

  1. 1

    Click the Add Tab button. It appears next to the Monthly Sales tab, directly below the blue search ribbon.


    Tab bar showing Machine Status, Monthly Sales, and the Add Tab button
  2. 2

    In the New Preset pop-up, enter a name in the Preset Name field.


    New Preset pop-up with the Preset Name field, category list on the left, field search box in the centre, and Drag and Drop panel on the right
  3. 3

    Find and select the fields you want in this Preset:

    • Use the Search for a field box to find a field by name. Matching results are highlighted in the category list on the left.
    • Select a category from the left panel to browse available fields in that group.
    • Check the box next to each field you want to include.
  4. 4

    In the Drag and Drop panel on the right, drag fields up or down to set the column order. This order determines how columns appear left to right in your report.

  5. 5

    Click Save.

    What you should see: Your new Preset appears as a tab in the MDS tab bar. Click it and then click Show Report to load your custom report view.

Manage Presets

Right-click any Preset tab name to access management options for that Preset.


Right-click context menu on a Preset tab showing all five options
Option What it does
Set As Default Sets this Preset as the first report displayed when you click Show Report. Only one Preset can be the default at a time.
Schedule Report Opens a pop-up to schedule this Preset's report to be emailed to you automatically on predefined days. See Schedule a Report for the full setup steps.
Edit Preset Opens the Preset editor so you can change which fields are included and adjust the column order.
Duplicate Preset Creates a copy of this Preset with the same fields pre-selected. Edit as needed and click Save to create a new Preset based on the original.
Delete Preset Permanently removes this Preset. This action cannot be undone.
💡
Tip: Use Duplicate Preset before making significant changes to an existing Preset. It acts as a backup so you can always revert to the original configuration if needed.

The Actions Button

Above the machine results table you will find the Actions button. It provides a second way to access preset management options - and is the only place to find Remove All Filters.

ℹ️
Actions button vs right-click menu: Most preset options appear in both places. The key difference is that Delete Preset is right-click only, and Remove All Filters is Actions button only.

Actions button above the MDS results table, with the dropdown open showing all five options
Option What it does
Duplicate Preset Opens a pop-up with the same fields as the current Preset pre-selected. Edit as needed and click Save to create a new Preset based on the original.
Edit Preset Opens the Preset editor so you can change which fields are included and adjust the column order.
Set As Default Tab Sets the current Preset as the first report displayed when you click Show Report.
Schedule Report Opens the scheduling options so you can receive this Preset's report automatically via email on a recurring schedule. See Schedule a Report for setup steps.
Remove All Filters Clears all column filters currently applied to the results table and resets it to its initial unfiltered state. This does not affect your Preset's field configuration - only the active filters.
💡
Tip: Use Remove All Filters any time the table is showing an unexpected subset of machines - it resets all column filters in one click without needing to locate each filtered column individually.

Result

🎉
Your Preset is saved and ready to use.

Select your Preset tab in the MDS and click Show Report to load your custom column view. Set it as default if you want it to load automatically each time you open the MDS. Use Schedule Report to have it delivered to your inbox on a recurring schedule.

Troubleshooting

FAQ

FAQ

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