Modify Options for a Standard Report

To modify standard report options:

  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. Using the fields and options on the dialog box tabs, customize the report as needed.

  5. If you want to save your settings for future use, continue to step 6. If you don't want to save them, skip to step 10.

  6. Click Organize.

  7. In the Organize Options dialog box Folder Name field, complete one of the following actions:

  8. In the Save Name field, enter a name for the settings.

  9. Click Save.

    The next time you want to use the same options with the report, you can click on the Options down arrow and select it.

  10. On the Options dialog box, click Apply.

    If you saved the settings, then the name you entered displays in the report Options column. If you didn't save the settings, then <Options Selected> displays in the report Options column. Unless you save this report as a new report, the options that you set will only be available for the current session.

What do you want to do?

Save a modified standard report as a new report

Share a modified report with other users


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