Manage Saved Settings for Reports and Batch Jobs
When running reports, users are typically presented with a page that lets them select options and set filters to change the data that is included in the generated report. This page is called the request page. A report can include one or more saved settings that users can apply to the report from the request page. Saved settings are basically predefined options and filters. Using saved settings is a fast and reliable way to consistently generate reports that contain the correct data. For more information, see Use saved settings.
Note
This topic refers to reports, but similar information applies to batch jobs.
If you have the proper permissions, you can view, create, and modify the saved settings for all reports for all users in a company. You can assign saved settings for a report to individual users or to all users in the company.
Manage saved settings
You manage saved settings on the Reports Settings page. There are two ways to open this page:
Choose the
icon, enter Report Settings, and then choose the related link.In a report's request page, choose the lookup in the Use default values from field, and then choose the Select from full list action.
This field is only visible if you have run the report at least once earlier. The list will only show settings that are available to you, either because they are your own settings, or because the settings are shared with you.
The Report Settings page displays all the existing saved settings entries for all users. If there is a user name in the Assigned to field, only that user can use the saved settings for the associated report. If there is a check mark in the Share with all users field, all users can use the saved settings for the report.
Tip
When a user has run a report that supports shared settings, their settings are saved and added to this list. In most cases, the admin can then edit those settings and choose to share the settings with all users.
However, in some cases, settings cannot be shared, and the admin cannot change them either. Most batch jobs do not support shared settings.
Create or modify saved settings for all users
From the Report Settings page, you can:
- Choose the New action to create a new saved settings entry from scratch.
- Select a saved settings entry from the list, and choose the Copy action to create a copy.
- Select a saved settings entry from the list, and choose the Edit action to modify a saved settings entry.
Important
Consider the name that you give a saved settings entry. If you create a saved settings entry for all users, and you give it the same name as an existing saved settings entry that is assigned to a specific user only, then that user will not be able to use the saved settings entry that is assigned to everyone. In the Saved Settings section on the request page, the user will see two saved settings entries with the same name. However, no matter which option they choose, the user-specific saved settings entry will be used.
Note
The ability to save settings is available only on reports where the SaveValues property of the report's request page is set to Yes. The SaveValues property is set by the developer.