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Customize all reports

Updated today

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.

Whether you customize an individual report or all reports at once, the most recent customization will be applied when you load a report.

Customize all reports

To customize all reports, complete the following:

  1. Click the App Drawer button then click View All then search for Reports.
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  2. On the Reports menu, click Customize.
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  3. On the Customize Defaults – All Reports page, set up your customizations for all reports.
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  4. Click Save.
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  5. 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.

Customization settings for all reports

Setting

Description

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, this setting won’t be available. You can choose from the following options:

  • System default date range – Use the system default date range that is set for each report type. The default date range for a report is indicated beside this option.

  • Select date range prior to report being generated – A date range must be selected before a report will be generated. This setting won’t appear if the report doesn’t support this functionality.

  • Custom date range – Select a custom date range in which to view all reports.

Report Generation

Determine 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. You can choose from the following options:

  • Last generated report – View the report using the data from the last time the report was generated. You can manually generate a new report.

    • In some reports, this option is only available when Select date range prior to generating a report is selected under Default Date Range.

  • Generate new report – Automatically generate new data whenever a report is opened.

Visible Buttons

Determine which buttons appear in the headers and date selectors for your reports.

  • Selected Buttons – Select which buttons will be displayed in the report header. This will allow easy access to the selected buttons and their functions.

    Buttons that you don’t select to be displayed in the report header will be available through the More button in the report header.

    You have the following options for customizing your buttons:

    • To add a button, click the dropdown menu, then select the button you want to add. To add all available buttons, click Select All.

    • To remove a button, click the Remove button Image next to the name of the button you want to remove.

    • To remove all buttons, click Clear All.

  • Date Selection Buttons – To display additional buttons for adjusting the date range for a report, set the Display date selection buttons option to ON.

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