Once you get a list of records arranged the way you want it, you can save the settings so the list will be arranged in that way whenever you log onto the system.
Save using the Table Display Settings dialog window. This option doesn't include any filters you've applied.
Save using the Save Grid Settings dialog window. This option can include filters you've any filters you've set up. Also for some grids, you can save the settings as a report and make it available in My Reports and the report setup windows.
Saving the table display settings saves only the way columns are arranged and the number of items displayed on a page; it doesn't save any filters you may have applied. It's useful if you want to see the grid arranged the same way each time you open it.
Once you have the
list arranged, click the Display
Settings button 
in
the upper right-hand toolbar. The Table Display
Settings window opens.
Click the User: Store Settings link in the
lower left corner.
The settings are saved and you're returned to the list window.
Note: You may also store the settings for the system if you have admin rights. Then the window will be arranged in the manner you've designated whenever any user logs onto the system.
When you save a window arrangement using the Save
Grid Settings window, you can include a filter and a page setup
for reports.
You can also designate a set of saved grid settings as a report to be displayed
in the Reports
list, and from there, on your dashboard and the My
Reports section of the My AptaFund menu.
Once you have the
list arranged, hover over the 
in the upper right-hand
toolbar. The User Settings menu opens. Note:
Once you have saved a filter in this window, there will be more options
— such as Edit,
Delete,
and Set as My Default — in the User Settings menu.
Click on Save, and the Save Grid Settings window opens.
Complete the fields as described.
Title: Enter a brief description that will be displayed at the top of the User Settings menu.
Include Filter:
None: Leave this radio button selected if you don't want to apply a filter to this setup.
Click Current Filter if you have filtered the data in the window and want the filter to be part of the settings.
Show on Reports Screen: Check this box if you want this set of saved grid settings to be available as a report in the Reports list. Note: This option is not yet available all grids.
Include Current Display Settings: Check this box to save the arrangement of the grid.
Include Current Page Setup: Click this box if you're going to use these settings to export reports and you've set up the options in Page Setup.
Set As My Default: Check this box if you want this to be the default way you'll view this window.
Shared: Check this box if you want this setup to be available to others in your organization.
Click Save.
Version
4.1 © 2018 - Harris School Solutions - All rights reserved