Update a Saved Parameter Set

• Open the report and select the parameter set you want to change, or enter the parameter values you want to save.
• Select Save (or Save Parameters after a preview).
• If a parameter set is already selected in Select Parameter Set, Infusion asks whether you want to:
• Update the selected set — replace the saved parameters with your current values, or
• Create new parameter set — keep the existing set unchanged and save your current values under a new name.
• Complete the Save Parameter Set or Update Parameter Set dialog, then select Save or Update.

You can change the name, description, and default flag when you update a set.

Delete a Saved Parameter Set

• Open the report run dialog for the report type that has the set you want to remove.
• Select the parameter set from Select Parameter Set.
• Select the Delete icon beside the drop-down.
• Confirm the deletion when prompted.

If you delete the default parameter set, Infusion clears the default. The next time you open that report, System default parameters apply unless you select or save another set.

Date Ranges

When you save a parameter set that uses dates, Infusion will store them as fixed dates. When you apply the set later, the same dates will apply.

Inactive Saved Values

A saved parameter set can include specific records such as a customer, supplier, location, or job. If that record is later marked inactive, Infusion keeps the saved value when you load the set.

• An inactive icon appears beside each affected parameter field. The hover message is Inactive.
• Review the flagged parameters and choose a replacement value if you need an active record before you run the report.
• You can still run the report with inactive selections loaded — Infusion does not clear them automatically.

For parameters that use active-only lists (for example active staff or active product locations), a saved value that is no longer in the active list is also shown with the inactive icon.

Tips and Limitations

• Saved parameter sets apply to the report type, not to a specific report layout. If your organisation allows layout selection at run time, choose the layout separately after applying a parameter set. See Choose a Report or Document Layout.
• Parameter sets do not include layout choice. They store report parameter values only.
• If a report requires you to select a specific record (for example one customer or one invoice), you may still need to make that selection each time, even when other parameters are saved.
• Names are not case sensitive - 'Month End' and 'Month end' are treated as the same name for the same report type.
• If loading a saved parameter set fails, Infusion shows an error. Your selected set remains chosen so you can try again or pick a different set.