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Default values in report filter fields

 
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Default values in report filter fields
על ידי ? ? בתאריך 16/05/2017, 04:11
 

Hi,

I added a filter to a certain report. It has a dropdown to choose the relevant value. 




Is there a way to choose the default value which will appear in the field on first access ? 

Is there a way to set a default value and hide the filter  ? [e.g - display only active team members]


Cheers,
Oded

Craig Eves
Re: Default values in report filter fields
על ידי Craig Eves (Totara Support) בתאריך 16/05/2017, 19:03
קבוצה Totara

Hi Oded

It is possible to save a filter as a Saved search https://help.totaralearning.com/display/TL9/Viewing+Reports#ViewingReports-Savesearchfilters

The saved search can be selected for a report that can be added to the Report table block 

https://help.totaralearning.com/display/TL9/Blocks#Blocks-Reporttableblock

The saved search can also be used in Scheduled Reports to send out by email.

https://help.totaralearning.com/display/TL9/Scheduling+Reports

regards


? ?
Re: Default values in report filter fields
על ידי ? ? בתאריך 17/05/2017, 22:30
 

Hi Craig,

Thanks so much for the detailed answer. I'm trying to see if there's a way to set customized default values in saved searches. 

e.g. the user status filter is populated by default with 'Active users only' value. I would like to change that and have any other preset value set instead. 

Would that be possible ? 

Hope it is clearer this time.

Cheers,
Oded

Craig Eves
Re: Default values in report filter fields
על ידי Craig Eves (Totara Support) בתאריך 18/05/2017, 16:08
קבוצה Totara

Hi Oded

I can't think of a way to change the default values in saved searches  - saving the search saves the filter options you have selected. 

regards