Save a report search settings
  • 21 Jun 2022
  • 1 minute to read

Save a report search settings


Article Summary

When saving a report search you can configure the following settings. 

SettingDescriptionNotes
NameThe name you give the report. -
AvailabilitySelect from two options:
  • Private: Only you can use, edit or delete the saved search. 
  • Shared: Other users will be able to use the saved search. Only you will be able to delete or edit it.
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Default viewIf you are the report creator you can tick the Default view checkbox. If you enable this setting then the saved search will be the default view for any other users viewing the report. This is useful if you want the search results to be pre-filtered, particularly for reports with a large number of results. Other users are able to remove the default setting (for themselves only), override with a default view of their choice or enter their own search terms.
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C003 - Reports(1)Get involved in the conversation about Reporting on the Totara Community. 

The Totara Academy has a whole course dedicated to using Reports in Totara. Here you can learn more on how to use reports, see best practice, and give it a go yourself.

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