My Default Report Selections

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UGReportDefaults1Web

On the Report Selections tab of almost all concept sales concepts, on the bottom right of the screen there is a Store as My Defaults button which allows you to save your list of selected reports, including their order.  After you finish making your selection of reports from the list of available reports, and after you have moved them to the order that you prefer, click the Store as My Defaults button to save your report selections and their order.

The next time you create a proposal in the sales concept, click the Use My Defaults button to retrieve your stored report selections.  

After clicking the Use My Defaults button, always review the list of reports that are not selected to be sure you have included any "popping" reports that you want to select.