How to set the Milestone View as the default view on a Report | Adobe Higher Education
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A
AnnaHolder
Level 4
October 7, 2024
質問

How to set the Milestone View as the default view on a Report

  • October 7, 2024
  • 1 の返信
  • 873 ビュー

I need to be able to set the Milestone view on a report to be the default, so that users don't have to change their view when they pull up the report.  It looked like I could do this under Report Settings by checking the box for "Show the Milestone view on the Details tab" and un-checking the box for "Allow View to be changed on the report." However, when I apply and save, the report is still generating in the "Report Default" view with the columns. See screenshots.  
Please note that I've build and tested this in the Preview environment only.

 

TIA.

 

 

 

 

 

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1 の返信

Madalyn_Destafney
Community Advisor
Madalyn_DestafneyCommunity Advisor
Community Advisor
October 7, 2024

Hi there, you should be able to set the milestone view as the default from a project report only. Are you trying to use it in a different type of report perhaps?

 

 

If this helped you, please mark correct to help others : )
    Srinija_N
    Srinija_N
    Level 7
    October 18, 2024

    The steps you followed worked for me @annaholder.

    @madalyn_destafney I think she is trying for Project Type report itself, cause this option either appear differently or doesnt appear at all on any other types.

    eg: Task report has 'Show this report in a Gantt view by default'

      A
      AnnaHolder作成者
      Level 4
      October 24, 2024

      Hi @annaholder , apologies for my delay - the screenshot is from the article here.


      Creating a project report with report settings set to default to milestone view worked just fine in Prod, so I am chalking up my original issue to a glitch in Preview.


      Thanks all!

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