Modify a Favorite Report
For an existing favorite report, you can change the reporting options, the data selection criteria, and who can use the favorite.
To modify a favorite report, complete the following steps:
- From the Vision Navigation menu, click Reporting and click the type of report. Each favorite report in the Reports grid has either Personal or Global in the Type column.
- Select the favorite report.
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If you want to change the reporting options, complete the following actions:
- Click the Options column, and click to display the Options dialog box.
- Modify the set of saved options that is part of the favorite or make changes on the options tabs, and click Apply.
- Click Yes when Vision asks if you want to save your changes.
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If you want to change the selection criteria used to retrieve data, complete the following actions:
- Click the Selection column, and click to display the lookup dialog box.
- Modify the set of saved selection criteria that is part of the favorite or change the selection criteria, and click Apply.
- Click Yes when Vision asks if you want to save your changes.
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If you want to change who can use the favorite, complete the following actions:
- Click Organize Favorites in the Reports grid to display the Organize Favorite Report dialog box.
- Make the changes and click Save.