Creating a Favourite List
You can save reports that you run frequently in a Favorites list. Once a report has been added as a favourite you can run it directly from the main menu Favourites. The Report Fields window displays where required for you to select dates and filters.
Create a Favourites list
- Launch Smart Reports by clicking
on the toolbar. - The Reports window appears.
- Use the Search box to locate the report or expand the categories to find the report.
- Click and highlight the report you want to add to Favourites.
- Right-click on the report and click Add to Favourites.
- Click on main menu Favourites which displays your list of favourite reports.
- Click on the button Organise Favourites to open the Organise Report Favourites window as shown above.
- Reorder a report by highlighting it and using the
- Remove the report from list by highlighting it and click
- Run the report by highlighting it and click
- Open a new folder on the favourite list, click
, rename the folder double clicking on the name, drag the reports you want to the folder - Import to your favourite list, reports from other users' favourite list, click
to choose the user and the report.