Customizations allow you to save changes you have made to a report. Changes can include filters you have applied and changes you have made to the report such as including, excluding, or re-arranging columns. Learn to:
- Once you have made all of the changes to a report that you would like to save as a customization, click the Page Options button in the upper-right corner and select Save Current Customization.
2. Enter a name for the customization in the text box.
3. If you would like this customization to be the default whenever you open this specific report, check the Make this my default for this page box.
4. Select OK
You can create as many customizations for a report as you need. Simply set the filters and arrange the columns as desired and then go to the Page Options menu and select Save Current Customization.
Customizations with Finance dashboards: In general, saved customizations apply only to the report in which they were created. Within the Finance dashboards, there is one exception. The General Ledger Reporting and Financial Management Reporting dashboards were created with the same database so customizations are shared between these dashboards. To avoid confusion, include the dashboard name in the name of your saved customization, e.g. Biology (GLR), Biology (FMR), etc.
When you have multiple customizations, open the Page Options menu and select Apply Saved Customization. Then select the customization you want and it will be applied.
You can wipe the slate clean and revert to the report's default settings. Click the Page Options button and select Clear My Customization from the menu.
If you have saved customizations for a report, you can modify them. Click the Page Options button and select Edit Saved Customizations to:
- Make a customization a default
- Change the name of a customization
- Delete a customization you no longer need
Select the radio button for the customization you would like to use as the default to be applied whenever you open the report.
When I saved the customization, I used the department name ICTRL. That was not very descriptive so I changed it to Controller.
If you have a customization that you no longer need, select the customization and then click the X above the list of saved customizations. Note: the X will be grayed out until a customization is selected.
Note: Customizations cannot be shared. You can create multiple customizations for your own use. Although you cannot share customizations with another Cal Answers user, you can create a bookmark to share the code of your customized report, which your colleague can then save as their own customization.