Personalizing and saving list definitions

HR Talent provides report templates that you can modify for your own needs using the Personalize feature.

You can customize any list by using the Personalize feature and saving the modified definition to a folder to create your own reports.

Access the list to modify.
Select More Actions > Options > Personalize > Create.
On the List Editor form, specify this information:
- To create your own criteria for the data in the list, on the Filter tab, click Builder to define the conditions.
- To specify a default sort column, on the Column tab, select the column. Click Sorting and Totaling and select the Default Sort check box.
- To change the position of a field, highlight the field, and drag the field to the position.
- To add a field, click Advanced Search and browse to the field.
- To edit a field, highlight the field. You can specify a label, select a sort order, select a totaling option, and select the Updateable check box.
Note: You cannot select a sort order or select the Updateable check box if you select the Running Total or Percent Of Total option.
When your modifications are complete, click Ok.
To return the original list to the system-delivered settings, select Options > Personalize, click Reset, and click Ok.