The Reporting Defaults screen is a list of all reports in Class. If you make changes to the reports in this section the changes will flow through to all funds in all brands when they use this report.
We don't recommend that you make changes to these report defaults. If there is a software update that includes a report update and it has been modified in the Reporting Defaults screen, the default report will not be updated.
The user is able to set certain parameters as defaults for new report packages at a brand level. A listing of all Brands contained within the Business is contained in the drop-down list called Defaults for White Label.
The screen is split up into 2 sections:
- On the left-hand side of the screen is a complete listing of all available reports,
- On the right-hand side, the White Label that the defaults relate to:
Set Defaults Specific Report
- Click on the desired report (The parameters will appear on the right they are applicable to the selected report. Alter the parameters as required)
- Click Save (This will save these defaults across the brand for all new report packages)