Setting Up Report Defaults

Frequently used Extended and Sort Options can be set as defaults for a report, so they are applied automatically the next time you generate the report.

Setting Report Defaults

To save default settings for a report:

1. Open Propel Rx Reports.

2. Dropdown the applicable header on the left and select the report.

   Enter the report name in the Filter field to quickly locate it.

3. Select the Extended and Sort Options that you want this report to retain.

4. Select Set Defaults. A checkmark will appear in the Set Defaults button to confirm that the settings have been saved.

   Settings in the Criteria section cannot be saved.

Resetting Report Defaults

If you need to change your report defaults or would like to revert them to their original settings, you can remove the defaults you set previously.

To remove default settings for a report:

1. Open Propel Rx Reports.

2. Dropdown the applicable header on the left and select the report.

   Enter the report name in the Filter field to quickly locate it.

3. Select Reset Defaults. The checkmark in the Set Defaults button will be removed to indicate that the settings have been reset.