Creating a Report Favorite

Use the following instructions to create Report Favorites.

1. Click on the main "Reports" navigation tab at the top of the screen.
2. From the Report Favorites section on the left-hand side of the screen, click on the [CREATE FAVORITE] icon.
3. Enter a Name for this favorite as you would like it to appear in the program.
4. Favorites will be listed by Category. Select the desired category from the drop-down menu, or select "Auto Assign" to have the system automatically determine the category.
5. From the Report drop-down menu, select the report that you would like to assign to this favorite.
6. Select the Auto Generate option if you would like the system to automatically generate the report when you click on the Report Favorite. With this option unselected, the "Report Criteria" screen will appear when the favorite is selected.
7. Select the Auto Save option if you would like the selected report criteria to be saved when the report is generated. Saved changes will be applied the next time the Report Favorite is selected.
8. The Roles option allows you to specify which users are allowed to run the Report Favorite. All user types are listed in the Unselected box. Make the desired selections and click on the icon.
9. The Criteria section allows you to specify the report criteria that will be used when generating the report.

Click on the [CREATE] icon to save the Report Favorite.