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Changing the default report filter RRS feed

  • Question

  • Hi All

    When I created my reports my reports in Visual studio I used "Select CRMAF_FilteredAccount.name ...  FROM FilteredAccount AS CRMAF_FilteredAccount" the automatic pre-filtering method so that from the customer points of view the custom reports filtering looks like standard report filtering or the advanced find. But when the reports are opened I would like to change the default filtering attribute to "Account number" or name or any thing I want. Right now any report I open the defauld attribute is "Modified on for all the entities.How do I change the default attribute to be something else ?

    Thanks

    Monday, March 7, 2011 7:27 PM

Answers

  • Select Report

    Open More Action Menu

    Click Edit Default Filter

    Change filter according to your requirement

    Click Save Default Filter


    Regards Faisal
    Monday, March 7, 2011 7:49 PM

All replies

  • Select Report

    Open More Action Menu

    Click Edit Default Filter

    Change filter according to your requirement

    Click Save Default Filter


    Regards Faisal
    Monday, March 7, 2011 7:49 PM
  • Thank you very much, you make my day much easier.
    Monday, March 7, 2011 11:14 PM