Assigned to Me columns not in the same order as my Default Search
Question:
- I have configured
a customized default search in Binder Explorer. Why are my columns in the
correct order when I open Binder Explorer but, when I select the
"Assigned to Me" saved search, the columns are not ordered
correctly anymore?
Answer:
- The “Assigned to Me”
saved search is owned by the Admin account and can only be modified by the
Admin account in Universal Reporter. When you are logged in as yourself
and you configure a default search for Binder Explorer, it can only apply
to reports / searches created by you, logged in as you, in Universal
Reporter. There are two options I am aware of for altering “Assigned to
Me":
- Log in as Admin and
alter the “Assigned to Me” report in Universal Reporter. This will cause
everyone in the firm to see their “Assigned to Me” saved search the same
way (the way you alter it).
- Or – You can, while
logged in as yourself, use Universal Reporter to create a new (Clone) Saved Search
named similarly to, but different than, “Assigned to Me”, customize it the
way you wish, and then it will only be available to you unless you make
available to others by making it public in Universal Reporter.