Filtering the Default Report?

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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
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Chris, Champion

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Posted 1 year ago

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Joey Zint

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Set up a checkbox to identify the record as a template and then filter the report to not show Template Record if checked
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Chris, Champion

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I can filter the templates in shared reports. I do not see a filtering option in the Default Report.
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Joey Zint

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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
(Edited)