What is a favourite report
The favourite report allows you to save a report with specific filters, amalgamations, and date ranges applied, enabling easy access without having to reapply the filters each time you run the report. When creating a favourite report, you can choose whether to make it available to other users.
How do I create a favourite report
Ensure your role allows you to create favourite reports. This setting can be updated in the Roles section within the configure portal.
Head over to the reporting portal.
Select the required report type.
Run the report with the filters applied that you wish to save as a favourite.
Click the 3-dot menu and select Create Favourite Report.
Name the favourite report and provide a description.
Give the favourite report an icon which you can pick on fontawesome.
You can choose to make this favourite report visible only to you or share it with users who have specific responsibilities that you define.
Fill in the filter settings.
Click Save, and your favourite report will now be saved and visible.
How to edit my favourite report
Head over to the Favourite Reports section.
Select the report and edit it.
Update the settings as required.
Click Save.
Did you know...?
You can find the past exported reports in Previous Reports.
Historic reports are stored for one year.
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