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Persistent Profiles

Modified on: Thu, Feb 20 2025 8:31 AM
Overview:
         Persistent profiles allow users to arrange the results of Banner pages they regularly visit. If the changes are saved, they will be visible the next time the user logs in. Some Persistent Profile functionalities users now can do are:
  • Column width adjustments
  • Re-ordering columns on a page
  • Control the number of records displayed on a page
  • Persistent filter settings.


How to Set up Persistent Profiles for Columns
Instructions:
1. Log into Banner.
2. Open a page/ form.
3. Run your search or query to load results. (For example: SFAALST)
4. Click or Drag column headers to arrange the order or adjust the column width.
Once a column has been arranged or adjusted, the header will turn blue to indicate a change was made. 
5. After all adjustments have been made, click Settings > Save Column Settings.
6.  To change back to the delivered default settings, click Settings > Restore Column Settings.
This option will not display the changes until the user logs out and back in. 


How to Change the Number of Records Displayed Per Page
Instructions:
1. Log into Banner.
2. Open a page/ form.
3. Run your search or query to load results. (This article is using SFAALST as an example)
4. Banner defaults vary by page and are usually 10 or 20. Click on the field next to "Per Page".
5. Click Settings > Save Pagination Settings.
6. To change back to the default settings, click Settings > Restore Pagination Settings.
Note that the changes will not be displayed until the user logs out and back in.


How to Save Filter Settings
Instructions:
1. Log into Banner.
2. Open a page/ form.
3. Select Filter and enter your search criteria.
3.1. You can also use the Advanced Filter option for additional fields.
4. If the filter is a standard filter used regularly, and you would like to save it, click Settings > Save Filter Settings.
5. To change back to the default settings, click Settings > Restore Filter Settings.






Document Information
Date Author Changes

Cindy Shick - Original document created.
06/14/2024 Mayara Sant'Anna de Souza - Document converted to FS solution.
02/20/2025
 Cindy Shick - Document reviewed.

  

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