Edit the default report notes

Specify the default summary that appears in online and scheduled reports. For online reports only, your customers can temporarily modify this text when they generate a report. However, after they generate the report, the content in the Summary field is set back to your specified default text.

This feature is only available at the system or product administrator level.

  1. Go to System Settings > Product Settingsand click Default Analysis Reports.
  2. Select the Default Report Type and Period.
  3. Click Save.

When the customer o pens the report, the content entered in the Summary field appears on the report.