Reporting Options Overview
Use sets of options to control both the content and the formatting of a report.
If you apply report options to a report, Ajera CRM retains those settings for the report only until you log out. The next time that you log in, Ajera CRM again applies your default settings to the report. Because of this, if you have sets of report options that you use repeatedly, you should save them so that you do not have to select them each time.
For example, you might save two sets of report options for a report, one that you use when you generate the report to present it to a client, and another that you use when you generate the report to present in an internal meeting. Each set of saved report options is available only for the report for which it was saved.
When you save a set of options, you save the following:
- Report name
- All options settings on the General tab, Sorting/Grouping tab, Columns tab, Layout tab, and other options tabs
You can combine a set of saved options with a set of record selection criteria. To do that, create a favorite report. You can run a favorite report with one click.
You can save more than one set of options for a single report if you save the sets with different names.
Security Settings and Saving Options
The procedures you can use to create and save favorites depend on the setting for your security role in Favorites Organizing on the Roles form ().
Create and Save Sets of Options
The procedures you can use to create saved sets of options depend on the setting for your security role in Favorites Organizing on the Roles form ().
The following are the available settings:
- Save Personal Only — You can create, modify, save, or delete only your personal sets of options.
- Save for My Role — You can create, modify, save, or delete personal sets of options, and you can also save sets of options for use by co-workers who share your security role.
- Save for All Roles — You can create, modify, save, or delete personal sets of options, sets of options for use by co-workers who share your security role, and global sets of options for use by all Reporting users.
Saved Options as Personal Defaults
You can select a set of saved options to use as your personal defaults. Your personal default options take precedence over global options set for your security role or for all Reporting users.
Neither personal defaults nor global defaults take precedence over your last applied options. To restore your default options for the report, click the Default button at the bottom of the Options dialog box and then click Apply.
Access
To open the Options dialog box for a report, click in the
Options column in the Reports grid and then click
. The
Options column may be blank, or it may contain text:
| If the Options column... | Then... |
|---|---|
| Is blank | You have not specified any options for the report. If you do not set options before you generate the report,
Ajera CRM uses default settings for all report options.
To set new options, click in the
Options column, and then click
|
|
Has this label:
<options selected> |
Option settings other than defaults have been specified for the report.
To review or change those settings, click
|
| Contains a name | The report is set up to use a named set of saved report options.
To review or change those settings, click
|
Report Languages
If your firm uses the Multilingual feature, you specify the language you want to use each time that you log in to Ajera CRM. If you create a set of saved options for a report, Ajera CRM saves that language as part of that saved set. As a result, each time that you or another person uses that saved set of options for the report, Ajera CRM generates it in that language, even if the person who generates the report is currently logged in with a different language.
Because each set of saved options is associated with a specific language, make sure you log in with the language you want before you create a set of options. For the same reason, if you need to make changes to a saved set of options, be sure you log in with the language for which you created it. If you do not, Ajera CRM sets the language for the saved set of options to the active language for your current Ajera CRM session when you save your changes.
If you generate a standard Ajera CRM report (that is, not a favorite report) and you do not use a saved set of options, Ajera CRM always generates the report in the language you specified when you logged in for your current session.