Re: Filtering the Default Report?
Set up a checkbox to identify the record as a template and then filter the report to not show Template Record if checked
Forum Discussion
2 Replies
- I can filter the templates in shared reports. I do not see a filtering option in the Default Report.
- 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
