Organize Options Dialog Box

The options that you see on the Organize Options dialog box depend on the setting for the Favorites Organizing option for your security role.

Favorites Organizing Setting for Your Security Role	Available Actions on the Organize Options Dialog Box
Save Personal Only	You can save sets of options for your own use and modify or delete those sets.
Save for My Role	You can save sets of options for your own use and save role-specific sets to be shared with co-workers who are assigned your security role. You can also rename, modify, or delete any set of options that you create or any set created specifically for your role.
Save for All Roles	You can save sets of options for your own use, save role-specific sets to be shared with co-workers who are assigned your security role, and save global sets of saved options to be shared with all Reporting users.

Location

To display the dialog box, complete the following steps:

1. From the Ajera CRM Navigation menu, click Reporting and click the type of report.
2. Select a report for which you want to create or modify a set of options.
3. Display the Options dialog box, and select the report options you want.
4. Click Organize.

Contents

Field	Description
Folder Name	Select one of two folders from the drop-down list for this option: Select Personal Options if the options are for your own use only. Select Global Options to create a set of options to share with other users. You can also set up subfolders in the Personal Options folder and Global Options folder and save option sets to those subfolders.
Save Name	Enter a new name or select an existing one: When you create a new set of options, enter a name for the set. You can save multiple sets of options for a single report if you save each set using a different name. When you modify a set of saved options, select that set using the drop-down list.
Access to all roles	Select this option to save the set of options as a global set that is available to all Reporting users. Clear this option if you want to grant access to the set of options only to selected roles.
Available Roles, Assigned Roles	To grant access to a set of options based on Ajera CRM security roles, move the roles from Available Roles to Assigned Roles. Only the employees who are assigned one of the security roles in Assigned Roles can use the set of options. To move a role from Available Roles to Assigned Roles, click the role and click Add. To move a role from Assigned Roles back to Available Roles, click the role and click Remove. If you click Save without selecting any roles, Ajera CRM automatically selects Access to all roles when it saves the set of options.
Use as default options	Select Use as default options if you want to use these settings as default settings for the report. If you save the options in the Personal Options folder, these options are your personal default settings for the report. If you save the options as a role-specific set in the Global Options folder, these options are the default settings for the report for everyone who uses the report.
Buttons	Delete — Delete the set of saved options specified in Save Name. Save — Save the set of report options. Close — Close the dialog box without saving your entries. Help — Display the help topic for this dialog box.