Changing the report for a Process Manager portal page list

Article:HOWTO81946  |  Created: 2012-11-05  |  Updated: 2013-04-18  |  Article URL http://www.symantec.com/docs/HOWTO81946
Article Type
How To


Subject


Changing the report for a Process Manager portal page list

Each list on a Process Manager portal page is associated with a default report that determines the contents of the list. You can change the report to display the list in a different configuration. For example, you can select a report that displays all your open tasks.

For information about optimizing your reports to improve the performance of the Process Manager:

See Optimizing reports in the Process Manager portal.

When you change the report for a list, it becomes the new report for the list. The next time you log on, this report populates the list.

If you want to see the original default report, do one of the following actions:

  • Use the Change Report symbol to change the report back to the default report.

    This action requires you to know the name of the default report.

  • Edit the Web part.

    This action requires you to use the Editor Zone to change the report back to the default report.

Changing the report for a list does not save any additional filtering of the list.

To change the report for a Process Manager portal page list

  1. In the Process Manager portal, open the page that contains the list to edit.

  2. On the page, under the list section, click the Change Report symbol.

  3. Select the report group, and then select the report to use.

    To quickly find a report, you can type search text in the box and click Find.

  4. When you finish customizing the list, you can close the page or work on it.


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Article URL http://www.symantec.com/docs/HOWTO81946


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