Restore Default Options for Reports

When you restore default options for a report, Ajera CRM resets all the options on the options tabs to the default settings.

If you selected a set of saved options as your personal defaults for the report, Ajera CRM resets the options to your personal default settings and displays that option set in Options in the Options dialog box. If you have not selected personal defaults, Ajera CRM resets the options to the system defaults.

When you restore defaults, it does not affect saved sets of options for the report. All saved options sets are still available to you.

To restore the default options for a single report, complete the following steps:

1. From the Ajera CRM Navigation menu, click Reporting and click the type of report.
2. Select the report for which you want to restore default options.
3. Click the Options column and click .
4. On the Options dialog box, click Default.
5. Click Apply.

Alternative procedure: To restore default options for all reports, click Refresh on the Reports grid.