After customizing a report, you can either save the settings as new defaults or use them to create a custom report. For an explanation of the differences between defining new default settings and creating custom reports, see Customizing reports.
For details, see the following:
To save default report options
| 1 | Click Reports in the main menu and select the report you want to customize. |
| 2 | Configure the desired report options listed under Customizing reports. |
| 3 | Click the Save Default Report Options in the lower right corner of the report screen. |
| 4 | Click Confirm to save the options. |
The new settings are applied each time the report runs.
To restore system default settings for a report
| 1 | Click Reportsin the main menu and select the report for which you would like to restore system defaults. |
| 2 | Click the Save Default Report Options in the lower right corner of the report screen. |
| 3 | Click Reset Preferences to restore system defaults for the report. |
To save a custom report
| 1 | Click Reportsin the main menu and select the report you want to customize. |
| 2 | Configure the desired report options listed under Customizing reports. |
| 3 | Click Save Custom Report in the bottom right corner. |
| 4 | Give your custom report a name and description, then click Confirm. |
To access a custom report
| 1 | To access your custom report at a later date, navigate to Reports > Custom. |
| 2 | Select your report from the menu and click Execute. |