Save a Set of Options (Save for All Roles)

If the Favorites Organizing security setting for your role is Save for All Roles, you can save sets of options for your own use, save sets of options to be shared with co-workers who are assigned your security role, and save global sets of options to be shared with all Reporting users.

To save a set options, 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 create a saved set of options.
3. Display the Options dialog box for the report, and select the options that you want.
4. Click Organize.
5. On the Organize Options dialog box, complete one of the following procedures: To save a personal option set, do the following:
   1. In Folder Name, select the Personal Options folder or a subfolder within it. To create a new folder, enter the new path.
   2. In Save Name, enter a name for the saved set.
   3. Select Use as default options if you want to use these options for the report. (You can only save one set of default options for each report.)
   4. Click Save.
   To save an option set for selected security roles, do the following:
   1. In Folder Name, select the Global Options folder or a subfolder within it. To create a new folder, enter the new path.
   2. In Save Name, enter a name for the saved set.
   3. Clear the Access to all roles option.
   4. Select one or more security roles in the Available Roles list.
   5. Click Addto move the security roles to the Assigned Roles list.
   6. Select Use as default options if you want to use these options as the default options for the report for everyone with access to the options.
   7. Click Save. Every employee assigned one of the selected security roles will have access to the set of options.
   To save an option set that is available to all security roles, do the following:
   1. In Folder Name, select the Global Options folder or a subfolder within it. To create a new folder, enter the new path.
   2. In Save Name, enter a name for the saved set.
   3. Select the Access to all roles option.
   4. Select Use as default options if you want to use these options as the default options for the report for everyone.
   5. Click Save. Every employee with access to the report will have access to the set of options.
6. Click Apply to apply the saved options to the report.