Use Previously Saved Report Options

If you have previously saved a set of options, then you can use them when you next access that report. This will save you time having to re-select the same options.

Saved options are only available for the report for which they were saved. For example, you cannot access options that were saved for the Control Account plan (CAP) report if you select the Data Mining Detail report.

To use previously saved options, complete the following steps:

  1. In the Navigation menu, click Reports ยป <Report Category>.

  2. On the Reporting form Reports tab, click the cell in the report Options column to display .

  3. Click to display the report's Options dialog box.

  4. In the Options field, click the down arrow and select the saved option file.

    If the options were saved to the Personal Options folder, then they can only be accessed by the report owner. If the options were saved to the Global Options folder, then all users who have access to that report can access them.

  5. Click Apply to apply those options to the selected report.

What do you want to do?

Modify options for a standard report

Save a modified standard report as a new report

Share a modified report with other users


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