Favoriting reports

Favoriting reports

Adding the reports to the list of favourites is a convenient way to curate and quickly reference the reports you are interested in without having to search for them again.

The Favorites section, located at the top of the main menu, collects all your favorite reports. Adding a report to Favorites moves it there from its original location, and this section always remains open for quick access.

The reports appear under the Favorites in the same order as you add them.

Add the report to favorites

  1. Go to Reports and mouse over the menu on the left to expand it.

  2. Next, mouse over the report you want to add to favorites. A star icon displays next to it.

A mouse over a star icon next to the Executive Summary report.
  1. Click the star.

  2. Your starred report now appears in the top Favorites section.

The Executive Summary report appears under the Favorites.

Remove the report from favorites

To remove a report from Favorites and return it to its original position:

  1. Click the star icon next to the favorite report.

Mouse over a star icon next to a Check-in report.
  1. The report is removed from the Favorites.

 

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