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Filtering the Default Report?

  • 1.  Filtering the Default Report?

    Posted 06-21-2017 16:58
    I have template records set up to clone and do not want those to show in reports. I can filter them in shared reports, but I do not see a way to filter the Default report. Can it be done?
    Thanks in advance.
    Chris


  • 2.  RE: Filtering the Default Report?

    Posted 06-21-2017 17:05
    Set up a checkbox to identify the record as a template and then filter the report to not show Template Record if checked


  • 3.  RE: Filtering the Default Report?

    Posted 06-21-2017 17:07
    I can filter the templates in shared reports. I do not see a filtering option in the Default Report.


  • 4.  RE: Filtering the Default Report?

    Posted 06-21-2017 17:20
    You will have to create a new report and set it as the default. You cannot filter the default report that I am aware of. You can change the report that you want particular roles to see