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Dynamics 365 – Changing Default Filters on Existing Reports

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It’s actually possible to change the default filter on a report after it’s been created, but the feature is tucked away and easy to miss! I usually work with reports from the Advanced Find window (below), but you do not have the option to update the default filter using this method!

Instead, navigate to your reports by going to Sales -> Tools -> Reports:

Select the report you wish to edit, then click Edit Default Filter:

Make your updates to the filter, then click Save Default Filter:

That’s it! You’ve updated the default filter on a report. Be advised– when you run a report from a view and select “All records on all pages in the current view”, that will override the default filter and use the selected View as the filter:

The post Dynamics 365 – Changing Default Filters on Existing Reports appeared first on The Marks Group | Small Business Consulting | CRM Consultancy.


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