Configuration › Update the Default Repository Filter Settings › Update Index Criteria

Update Index Criteria

Use this pane to set the defaults for Index Criteria. These settings affect your Cross-Report Index searches.

Note: For these defaults to override the Repository level settings, select the Restore Filter Settings with These User Settings After Login option.

Follow these steps:

1. From the Configuration tab, click Repository Filter in the left pane.

   The Default Filter Settings pane is displayed.

2. Click the Index Criteria subtab.

   The Index Criteria pane is displayed.

3. (Optional) Set or update the following values:
   • Set the case of the text. Do one of the following:
     • Select As Uppercase – Treat whatever text is added to the index name and index value text boxes as uppercase. The text you enter is converted to uppercase.
     • Select As Typed – Treat whatever text is added to the index name and index value text boxes as the original case.

       The text you enter is not converted to uppercase.

4. Enter values for your Indexes in Names and Values.

   This index or index combination is your default index search.

5. (Optional) Update your filter preferences according to your requirements.

   There are several generic filter settings that affect all the defaults described on this pane. These options apply to both Report Searches and Cross-Report Index searches.

   • Select Show Filter Settings

     Controls whether you want your current search criteria to be displayed at the Report Search and Cross-Report Index Search panes.

     If left clear, the Automatically Apply Filter settings is automatically selected.

     The result is that all searches use your settings from this pane, and you are not given the option to change settings from the search pane--the search options are not even shown.

   • Select Automatically Apply Filter Settings

     Specifies that the search is automatically run when you go the search pane.

     If you don’t automatically run the search, the search criteria must be shown at the search pane. (See Previous Step)

     If left clear, the Show Filter Setting and Restore Filter settings with These User Settings options are automatically selected.

   • Restore Filter Settings with these user settings

     Determines whether the settings on this pane are to override the Repository settings.

     If selected, these settings are used; if left clear, the default Repository settings are used.

6. Click Update in the upper right corner of the pane.

   The Date and Version default criteria are updated.