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Set a report as a favorite
Set a report as a favorite
Updated this week

Favorite reports appear by default when you open Reports from the App Drawer. You can mark frequently accessed reports as favorites for quick access.

Note: favorites don’t save advanced filters; to retain filter settings you’ll need to save the report.

From the saved reports list

To set a report as a favorite from your saved report list, follow these steps:

  1. Click the App Drawer then click View All > Reports > Saved Reports.

  2. Find the saved report you want to set as a favorite. Apply filters to easily find it.

  3. Click the Action button and select Add to favorites.

  4. In the Add report to favorites popup, click Add.

From the report itself

To set a report as a favorite when you’re viewing it, follow these steps:

  1. Click the App Drawer then click View All > Reports.

  2. Open a report.

  3. Click Add to Favorites in the report header.

    • If this isn't displayed in the report header, click the Action button and then click Add to Favorites.

  4. In the confirmation window, click OK.

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