PS: How to Configure Report and Menu Defaults

The Hook: Use this workflow to customize the default parameters and views for reports and menus, ensuring they open with the specific settings that fit your organization's needs.

Prerequisites: 

• Requires access to the Admin Menu from a Corporate login. 
• Must have permissions to access Administrative Tools > Menu Defaults Admin.

The Steps:

1. Navigate to Admin > Administrative Tools > Menu Defaults Admin.
2. Locate the desired area (e.g., Corporate Reports or Site Reports) and click the List icon in the Actions column.
3. Continue to drill down by clicking the List icon next to the appropriate labels until you reach the specific report group (e.g., Corporate Monthly Reports).
4. Find the specific report line (e.g., P&L) and click the Edit icon located to the left of the Parameters column.
5. In the new window, adjust the settings using the dropdown menus to select your desired defaults.
6. Click OK to accept the settings.
7. Observe that the Defaults section is now outlined in red, indicating the changes are pending.
8. Click the Save icon in the top-left corner of the screen to finalize and apply the changes.

The Result Validation: 

• Success: The red outline is removed from the Defaults section. 
• Success: Upon the next launch, the report or menu loads with the newly configured default parameters.

Troubleshooting: 

• Note: The parameters available for customization will vary depending on the specific report or menu view selected. 
• Note: If the red outline remains, your changes have not been saved; ensure you click the Save icon before navigating away.
• Note: This is a global update and will apply to all users that run the report.
• Note: if the dataset is not available in the dropdown, the user will need to go to Forecast Admin and ensure that all properties have "Show Dataset in Report" selected within that Dataset.