Group Defaults

  • The purpose of Group Defaults is to set up multiple screen defaults based on specific criteria 
  • Group Defaults can be set up on queries and reports



How to Set up Group Defaults

  • Navigate to the module and then click on Query or Report - Query and Reports appear on the top of the left task menu

  

  • Set the appropriate ranging and then click on Save Defaults



  • The Save Screen Defaults screen will open
  • Scroll up to locate "DEFAULTS" and click to highlight
  • Go to the Directory at the top of the screen and in the far-right box, click in the area where you see the last back slash (/) followed by the username and replace the username with a new short name to identify the screen default.  In the example below "TEST" has been typed in to replace the username



  • Click on Save at the bottom left of the screen
  • Click cancel on the bottom of the report or query to exit out 
  • Go back to the query or report and click on Reset Group Defaults on the bottom right (checkmark icon)
  • The Reset Defaults Change Group box will appear
  • You will see the default name in the choices - TEST in this example
  • Highlight the default name and click on Reset Defaults at the bottom of this screen (checkmark icon)
  • Your saved screen defaults will populate on the range screen