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How do I favorite a report?

How to favorite your most commonly used reports so that they are easily access them from your Home and Reports pages.

Written by Grayson Stroup

Updated at October 9th, 2024

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Table of Contents

Favorite a Report Access Your Favorite Reports Option 1 Option 2

Favorite a Report

  1. From the main menu, navigate to the Reports tab. A list of all the system reports will be displayed.
  2. To favorite a report, click the star icon to the right of the report. It is highlighted in yellow to indicate it has been favorited. 

Access Your Favorite Reports

There are two ways to quickly view the reports you have designated as favorites: 

Option 1

  1. Navigate to the Home tab.
  2. In the top menu, click Favorite Reports.

Option 2

  1. Navigate to the Reports tab.
  2. On the main reports page, click the Favorites button so it turns blue.
bookmark reports favorite

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