Set Personal Default Options for Reports

You can select a set of saved options to use as your personal defaults for a report. Personal default options for a report take precedence over global default options set for your security role or for the entire company.

Your last applied options take precedence over both personal defaults and global defaults. To reapply your default options for a report, click the Default button at the bottom of the Options dialog box and then click Apply.

To set personal default options for a report, complete the following steps:

1. From the Vision Navigation menu, click Reporting and click the type of report.
2. Select the report for which you want to modify a set of saved options.
3. Click the Options column and click .
4. Click next to Options on the Options dialog box and then click the folder in which the option set is located.
5. Right-click the name of the option set and the click Use as Default on the shortcut menu.