Report Configurations
A report configuration is a reusable set of report parameters. It reduces repetitive setup while keeping the actual reporting dates under the user’s control for each run.
What a configuration saves
Saved in the configuration | Applied only to the current build |
|---|---|
Report type and interval | Selected start and end dates |
Columns and their order | The generated report result |
Filters and task search | Export format selected after the build |
Sorting and detail grouping | History selection |
Selected user, where applicable | Current access to Locations and data |
Example: a configuration saved with Month builds the month containing the date currently selected in the toolbar. The same configuration can be reused next month without changing it. Range keeps the runtime range selected by the user.
Select and apply a configuration
Open the configuration selector in the report toolbar.
Choose No configuration, a Personal configuration, or an Organization configuration.
The reusable settings are applied. The current runtime date remains selected and the effective period is recalculated.
Select Build report. A complete saved configuration can run directly; otherwise the setup dialog opens at the first missing required step.
Create a configuration
Set the report parameters you want to reuse.
Open Review and select Save as new configuration, or use the action at the bottom of the configuration selector.
Enter a name and optional description.
Choose Personal or Organization visibility.
Create the configuration.
Personal and Organization visibility
Visibility | Who can use it |
|---|---|
Personal | Only the owner of the configuration. |
Organization | People in the organization who have access to report configurations. |
Edit, update, or restore settings
Use the ⋮ menu beside a saved configuration and select Edit parameters to open the first report-specific setup step.
Use Edit configuration to change its name or description.
After changing reusable parameters, the selector shows Unsaved changes.
Select Update configuration to replace its saved parameters, or Restore saved values to discard the changes.
Selecting No configuration detaches the current report setup from the saved configuration.
Delete a configuration
Open the ⋮ menu, select Delete, and confirm the exact configuration. Deleting it does not delete generated reports, report History, or Scheduled Reports, because those records keep their own effective parameters.
Permissions
Managers can read and use available report configurations.
Owners and Administrators can create and update configurations.
A Personal configuration is visible only to its owner and cannot be deleted by another account.
Only Owners and Administrators can delete Organization configurations.
Unavailable fields or actions
A saved configuration may refer to an action or field that was removed or is no longer accessible. TARGPatrol warns about unavailable columns and keeps compatible settings. Review Columns, choose replacements, and update or save the corrected configuration.