Use Previously Saved Report Criteria

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

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

See Specifying Criteria vs. Specific Records (Values) for information about the difference between selecting report search criteria vs. records (values).

To select report criteria:

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

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

  3. Click to display the report's Selections Search dialog box.

  4. In the Searches field, click the down arrow and select the saved criteria.

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

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

What do you want to do?

Modify options for a standard report

Specify report criteria

Save a modified standard report as a new report

Share a modified report with other users


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