You can customize the default settings for all your reports from the
Customize Defaults – All Reports page. When you open any report, the report will load with the settings you selected on this page. You can also customize the default settings for an individual report.
Whether you customize an individual report or all reports at once, the most recent customization will be applied when you load a report.
To customize all reports, complete the following:
Click the App Drawer button
then click View All then search for Reports.
On the Reports menu, click Customize.
On the Customize Defaults – All Reports page, set up your customizations for all reports. For more information, see Customization settings for all reports.
Default Date Range – Determines the date range that will be automatically applied when you view your reports. If a report doesn’t have a date range, then the report won’t be affected by this setting.
Report Generation – Determines whether new data is generated whenever a report is opened. If a report doesn’t have a data range, this setting won’t be available.
Visible Buttons – Determines which buttons appear in the headers and date selectors for your reports.
Click Save.
In the confirmation popup, click Override Settings. Your selections will be saved and applied to every report. Any default settings for an individual report will be overridden.