Before you begin, make sure you have saved a report to use as the default.

Set a Default Report

1. Open the CIP report for which you want to save default inputs (e.g.: Sales Trend Report), then select File > Set Default

2. In the next window, select the saved report to set as your default, and click Set Default

You will receive confirmation that the operation was successful

Remove a Default Report

1. Open the CIP report for which you want to remove the default inputs (e.g.: Sales Trend Report), then select File > Set Default

2. In the next window, click Remove Default (a particular report does not need to be selected)

3. When prompted, confirm the removal of the default report

You will receive confirmation that the operation was successful

Additional Information:

Setting a default report allows you to load saved values every time you open a new CIP report, rather than having to select filters, summarization options, and metrics every time. Each individual CIP report (Sales by Item, Inventory Trend by Item/Store, et al.) can have its own default saved values. This option is available to all customers with the ability to save reports.