Creating Favorite Reports

Favorite reports can be defined at a Server, Project, Company or User level using the Favorites Tab in the Reports module.

To add a Favorite report:

  1. Within the Reports module, select the report you want to add.

  2. Click the Add to Favorites button above the report scheduling options.

  3. Give the report a meaningful title and set the visibility of the report (based on access permissions).

  4. Click on the Favorites tab to access reports marked as Favorites.

  • Reports marked as Favorites for My project by Project Administrators are added to the list of Favorites for all users on a project.

  • Reports marked as Favorites for My project added by Project or Company Administrators are added to the list of Favorites for all users within the same company.

  • Reports marked as Favorites for Myself can be added by any users and appear only on their own Favorites list.

Relevant Links