Totara Learn Open Discussions

Restrict initial display in all report builder reports

 
Sarah Paisley
Restrict initial display in all report builder reports
על ידי Sarah Paisley בתאריך 19/03/2026, 21:21
קבוצה Learn Site Administratorקבוצה V18 Program Complete

Should this setting be enabled?

Sarah Paisley
Re: Restrict initial display in all report builder reports
על ידי Sarah Paisley בתאריך 29/03/2026, 21:04
קבוצה Learn Site Administratorקבוצה V18 Program Complete

Any advice is greatly appreciated

Georgina Christodoulou
Re: Restrict initial display in all report builder reports
על ידי Georgina Christodoulou בתאריך 30/03/2026, 22:23
קבוצה Partnersקבוצה TXP Site Administrator

Hi Sarah,

We recommend keeping this setting enabled in reports to avoid the report records needing to load before having the chance to apply filters.

Not all reports get configured in the same way with saved searches or the requirement to apply a designated filter before running the report.

If restrict initial display is removed and a person navigates to the report they have to wait for the report to run and display the data before they can apply filters and/or run any other reports.

This might not be an issue for a report with relatively small numbers of records, but if it is a report with many hundreds (or even thousands) of records it might take some time for the system to generate and display the records.

You might want to consider using saved searches to provide some pre-filtered searches for users to select from and view. Check out the doc here for info on saved searches: https://totara.help/docs/viewing-and-filtering-reports#saved-searches

Cheers,
Georgina

Sarah Paisley
Re: Restrict initial display in all report builder reports
על ידי Sarah Paisley בתאריך 31/03/2026, 16:22
קבוצה Learn Site Administratorקבוצה V18 Program Complete

Hi Georgina.

Thanks for this information. So setting at the site level is best practice rather than within each report's individual settings:

Regards, Sarah.