Save Display and Data Settings for a Report
Using the Save as Default feature, you can save changes to a report’s display and data settings to your workstation so the report uses the same settings you have previously defined.
When you change display and data settings or column formatting to modify a report’s appearance, those changes are lost when you close the report. However, you can save your preferences for these settings as your default so they're used automatically when you next open the report.
If you save default settings for a report and the report’s default settings are later changed, your saved settings are removed. Saved settings are user specific, so you must log in as the same staff account to have your saved settings applied to the report. See Change Your Personal Settings.
- Open a report and change display and data settings.
- Click the Home tab.
- Click .