| Table of Contents | ||||
|---|---|---|---|---|
|
Summary
This document describes the basic use of reports, how to filter them and the advanced sorting techniques that are available.
...
Clicking "Omit user data view" will load the custom view you created, to switch back to the standard view you can use the "Reset View" link as described below.
Sharing A Saved List View Across A Role
You can share a saved list view and even mark it as the default across an entire role by going to setup tab, clicking on the Roles link, edit the role needed, then at the bottom is a list of saved list views from users who have that role. You can then update those to be shared or shared and default across the whole role.
To add the same to different roles, you need to login with the other role, create the saved list view, then share it within the role edit page.
Overriding the Default View
...