Saving Your Customizations & Filters

This article covers how users can save their customizations and filters in the Data Warehouse for future use. It also covers how to apply, edit, and clear your saved customizations.

Saving Your Customization/Filters

Saving your customizations will save all of your current filters and any customizations you have made to the results table such as changing the columns that appear in the table or moving the columns.

You can have up to 99 saved customizations per report/page in the CSUF Data Warehouse.

1. Click on the Page Options icon at the top right of the screen.

Page options menu

2. Choose Save Current Customization...

Save current customization

3. Give your customization a name. Then click OK.

Save current customization details
  1. Enter a name for your customization. You are the only one who will see this name, so it only needs to be meaningful to you.
  2. Optional: check the Make this my default for this page checkbox if you want this customization to be applied each time you access this report. This saves you the time of applying a frequently used customization.
  3. Click OK.

4. If you already have a customization with that name, the system will ask you if you want to overwrite the existing customization. Choose Yes or No.

Confirm overwrite

Choose Yes to replace the existing customization with your current settings. This is useful if you have updated the filters or table customizations and want to update the saved customization with your changes.

Choose No to go back to the previous screen and enter a different name for the customization you are saving.

Applying a Saved Customization

1. Click on the Page Options icon at the top right of the screen.

Page options menu

2. Choose Apply Saved Customization and then select the customization you want to apply.

Apply customization

3. The report will update with the saved customizations and filters.

Editing Saved Customizations

You can edit your saved customizations to change the name of the customization, delete customizations, or change which customization is the default for the report/page.

1. Click on the Page Options icon at the top right of the screen.

Page options menu

2. Choose Edit Saved Customizations...

Edit saved customizations

3. To change the name of a customization, click on it and then make the change to the name.

change name of customization

Click on the customization to select it. Then type the new name for the saved customization.

4. To delete a customization, click on the customization and then click on the X at the top right.

delete customization
  1. Click on the customization you want to delete.
  2. Then click on the X icon at the top right.

5. To change which customization is the default for this report/page, click on the radio button in the My Default column next to the customization you want as the default.

change default customization

To return to using the system defaults for the report/page, select the radio button next to No Personal Customizations.

Click on the radio button in the My Default column next to the customization that you want as the default for this report/page. The next time you access this report/page, these filters/customizations will be applied automatically.

6. Click OK to save your changes.

save changes
Clearing Your Customizations

To return to the system defaults for the report/page, you can clear your customizations. This can be useful if you are getting error messages with your personal customizations or if you simply want to

1. Click on the Page Options icon at the top right of the screen.

Page options menu

2. Choose Clear My Customization.

clear customizations

3. All of your personal filters and customizations will be removed and the report will run with the system defaults.

Need More Help?

For technical assistance with the Data Warehouse, please contact the IT Help Desk at helpdesk@fullerton.edu or 657-278-7777.

For questions about getting access to the Data Warehouse or how to use the reports, please contact IT Training at ittraining@fullerton.edu or 657-278-5647.