Apply and Modify Saved Settings on Reports | Microsoft Docs

When running a reports, users are typically presented with a page that lets them set certain options and filters for changing the data that is included in the generated report. This page is called the report request page. A report can include one or more saved settings that users can apply to the report from the request page. Saved settings are basically predefined options and filters. Using saved settings is a fast and reliable way to consistently generate reports that contain the correct data. For more information about how saved settings are used, see Using Saved Settings.

If you have the proper permissions, you can view, create, and modify the saved settings for all reports for all users in company. You can assign saved settings for a report to individual users or all users in the company.

Create and modify saved settings for all users

You manage saved settings from page 1560 Reports Settings. There are two ways to open this page:

Choose the icon, enter Report Settings, and then choose the related link.
Open a report, choose the lookup next to the Used default values from: box, choose Select from full list.

The page displays all the existing save settings entries for all users. If there is a user name in the Assigned to column, only that user can use the saved settings for the associated report. If there is a check mark in the Share with all users column, all users can use the saved settings for the report.

From the Report Settings page, you can:

Choose New to create a new saved settings entry from scratch.
Select a saved settings entry from the list, and choose Copy to create a copy.
Select a saved settings entry from the list, and choose Edit to modify a saved settings entry.

IMPORTANT

Consider the name that you give a saved settings entry. If you create a saved settings entry for all users, and you give it the same name as an existing saved settings entry that is assigned to a specific user only, then that user will not be able to use the saved settings entry that is assigned to everyone. Under Saved Settings on the report request page, the user will see two saved settings entries with the same name. However, no matter which option he chooses, the user-specific saved settings entry will be used.

NOTE

The saved settings feature is available only on reports where the SaveValues property of the report's request page is set to Yes. The SaveValues property is set in the development environment.

Apply and Modify Saved Settings on Reports | Microsoft Docs

Create and modify saved settings for all users

IMPORTANT

NOTE

See Also