Submitted by: Nicole Cadby
NEW FUNCTIONALITY: Client would like default search filters to be included in ad hoc reporting
CURRENT FUNCTIONALITY: Default serach filters are not a feautre of ad hoc reporting
REASON FOR FUNCTIONALITY: Client wants to be able to choose search criteria with ad hoc reporting
**BRIEF DESCRIPTION** Client needs assistance with default search filters not saving in GIFTS Online
**STEPS TO REPLICATE** 1) Log on to services3.gogiftsonline.com 2) Launch > report manager > requests 3) Select any ad hoc report > double click > filters > modify 4) Add any new filters > set as default 5) Generate the report 6) Repeat step 3 7) Notice that the filters you selected in step 4 do not appear
**TECHNICAL SUPPORT / TROUBLESHOOTING NOTES** Deleted filters via preference editor defaultsearchfilters_7=AMOUNT,BANK_CODE,BANK_NAME,BRANCH,CHECK_NO,REQUEST_TYPE_STATUS ran report, the filters defaulted back branch, request type Can update filters in standard reports, and they will stay. If I select those filters and then assign them a value, they stay. However, selecting a filter and leaving it blank will cause it to not appear on the search window, even if it appears in preferences If I open the report > settings > filters, I can add filters, set as default, and then save and close, and they still do not save. Please see the attached screenshots. Replicated on hnberger as well OCCURRENCES: ad hoc reports ALL USERS?: Y TEST OR PROD: prod CITRIX (Y/N): N DB: GO OS: BROWSER:FF OFFICE: EXE DATES:
**LOCATION OF DATABASE** GO Sites
**HAS IT BEEN DUPLICATED BY TS??** Y
**TS PRIORITY & REASON** Medium, no loss of functionality
**CLIENT'S PRIORITY & REASON** Medium, no loss of functionality
modified title; marked as reviewed