Managing a Favorite Result

In Reports, it is possible to add favorite buttons for easy access to your favorite selections. In favorites, the selection settings and the grid state are saved. The favorite box contains information about the type of report and if the favorite is global or not.

Saving a Favorite Result

  1. In the Choose report settings panel, select one of the report categories.

  2. Select the Run report expand button, and select Save as favorite.

  3. In the Name text box, name the favorite button (15 character maximal text input).

  4. Select the Color selection box and select a button color (optional).

  5. In the Description text box, describe the favorite button function. The description is displayed in a pop-up when hovering over with the cursor.

  6. Mark the Global check box, in order to make the favorite button global, or leave the check box unmarked to make the favorite button personal.

  7. Select Save.

Once saved, a new box will be created and added to the Reports tab.

Deleting a Favorite Result

  1. Go to the Reports tab.

  2. Select X on the favorite box.

  3. Select OK in the message box.