Setting Up Default Selection Criteria

You can set up default selection criteria for all reports:

To set up default selection criteria:

  1. Navigate to the report for which you want to create a Default record.
  2. Enter the Selection Options and printing, viewing, or processing options you want to use as the default.
  3. Click Default (in the top right section of the page). The message Enter existing Default ID or create a new Record appears.

Click the word Defaultto save new default settings for the report. Clicking the search icon allows you to choose from existing settings.

  1. Click New.
  2. Type a Default Description and click OK.

    The system saves the new default record with the next available ID number.