Report Favorites List

The Report Favorites list allows users to quickly access the reports that they generate most often. When a report is included in the list, the user just needs to click on the name of the report to either open the set up screen for that report or to automatically generate the report, using on default settings. Note: These default settings are also set up when adding report favorites.

To add a report to the Report Favorites list, complete the following steps:

1. From the Reports section, open the report by clicking on the folder to the left of the report name.
2. In the Report Favorites box in the left pane, click the Add button.

   A screen is displayed to fill in some of the parameters of the report. Note: The fields displayed depend on the report selected.

3. Enter the Name of the favorite report.

   The field defaults to the name of the report, but this can be modified. Each favorite report must have a unique name, so if different versions of the report with different parameters are set up, the name must be modified.

4. In the Execute Now field, indicate whether the report should be created immediately when the report is selected from the Favorite Reports box in the left pane.
   • If Yes is selected, the report is immediately generated, using the default parameters. The set up screen will not display. Note: If there are dates included in the configuration, it is not recommended this option is chosen.
   • If No is selected, the report opens to the set up screen. The user can then add missing parameter values or update the defaulted values before running the report.
5. Another report favorite can be immediately set up for this same report by changing the name of the report and any parameters.
6. To run the report, click on the name of the report in the Report Favorites box in the left pane. If the Execute Now value was set to Yes, the report is immediately generated. If this value was set to No, the report set up screen is displayed to enter the parameters for the report (e.g. date range, organization unit, etc.)
7. To change the order the reports appear, go to the Preferences section>My Preferences card>Report Favorites. The order of the reports can be modified by changing the Sort Order numbers.

   Note: The parameters on a saved Report Favorites entry cannot be edited. The report must be removed from this list and a new Report Favorite record must be created.

Execute Now

Indicates whether the report should be created immediately when the report is selected from the Favorite Reports box in the left pane.

• If Yes is selected, the report is immediately generated, using the default parameters. Note: If there are dates included in the configuration, this option is not recommended.
• If No is selected, the report parameter screen is displayed so the user can set up the parameters, such as the start and end dates, organization unit, etc.

Name

The name to identify this report in the listing of Favorite Report. The field defaults to the name of the report, but this can be modified. Each favorite report must have a unique name, so if different versions of the report with different parameters are set up, the name must be modified to make it unique.