Customizing all reports

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:

  1. Click the App Drawer button .
  2. In the App Drawer, click View All.
  3. In the list, click Reports. You can filter the list by entering Reports into the Search field.
  4. On the Reports menu, click Customize.
  5. On the Default Report Generator tab, select one of the following options:
    • Reports will generate with Default Date Range
      • If you select this option, you must select Today, Week, Month, Quarter, Year, or Last Generated Date Range to set the report period.
    • Select Date Range prior to report being generated
  6. On the Visible Buttons tab, 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 do not select to be displayed in the report header will be available through the More The more button displayed at the top of reports. The button is a square with three vertical blue dots and a blue border. menu in the report header.
    • To add a button, click the Dropdown button and then select the button you want to add.
    • To remove a button, click the Remove button next to the button you want to remove.
    • To remove all buttons, click Clear All.
  7. Click Save. Your selections will be saved and applied to every report. Any default settings for an individual report will be overridden.
Was this article helpful?
(33 out of 33 people found this article helpful )

What can we do better?

Thank you!