Save a Set of Options (Save for My Role)

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

You can also rename, modify, or delete any sets of options that you create or any sets of options created specifically for your role. However, you cannot create, rename, or delete global sets of options.

To create a set of 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 favorite version.
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 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 Use as default options if you want to use these options as your personal default 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 your security role, 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 Use as default options if you want to use these options as the default options for the report for everyone assigned your security role.
   4. Click Save. Every employee assigned your security role will have access to the set of options.
6. Click Apply to apply the saved options to the report.