Once you have the
list arranged, hover over the 
in the upper right-hand toolbar, and the Grid Settings
menu opens.
The Employee Jobs grid used in the example has two system default settings, but some windows have none.
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 menu.
Click on Save As, and the Save Grid Settings window opens.
Complete the fields as described.
Grid Settings Title: Enter a brief description that will be displayed at the top of the Grid Settings menu.
Include Filter: Select from None or Current Filter.
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. Checking this box also checks the Include Display Settings and Include Output Settings boxes. Note: This option is not yet available all grids.
Show on Exports Screen: Check this box if you want this set of saved grid settings to be available as a report in the Exports list.
Show on My Dashboard: This option is used to display charts on your dashboard. Before you can save this option, you must complete the Grouping Field and Data Field in the Charts section of Output Settings.
Include Display Settings: Check this box to generate the report using the saved grid settings.
Include Output Settings: Check this box to generate the report using the saved output settings.
Set As My Default: Check this box if you want this to be the way you'll most commonly view this window.
Shared: Check this box if you want this setup to be available to others in your organization.
Owner: Read-only based on logged in user and displayed once the settings are saved.
Click Save.
Version
4.1 © 2022 - Harris School Solutions - All rights reserved