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

Update Report Criteria

Use this pane to set the defaults for Report Criteria.

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 the Repository Filter link in the left pane.

   The Repository Filter pane appears.

2. Click the Report Criteria subtab.

   Set or update the following optional values:

   Report ID

   Enter a default Report ID name, or a search string with wildcards to display multiple reports.

   Mode [CA View only]

   Enter Limit the reports to only those reports that are viewable from a specific CA View mode.

   Dist ID [CA View only]

   Enter Limit your reports to only those reports that are viewable from a specific CA View Distribution ID

   Mail Code [CA Bundl only]

   Enter Limit your reports to only reports viewable from a specific CA Bundl Mail Code.

   Recipient [CA Dispatch only]

   Enter Limit your reports to only reports viewable from a specific CA Dispatch Recipient.

   On-line reports only

   Select On-line Reports Only. If left clear, off line reports are also included in your report searches.

3. (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.

     With show filter settings left clear, the result is that all searches use your default settings from this pane, and you are not given the option to change filter criteria 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.

   • Select 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.

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

   Your report criteria default filter settings are updated.