Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
The Favorites tab, under the Reports Organizer, allows you to quickly view and access all user-favorited reports. 

Favorites Tab - Legend


A. Search Bar - Used to filter Filter through all reports on the Favorites tab by name of report or category.

B. Sorting - Drowpdown list to switch the sorting of the reports on the Favorites tab by Name or Category.Sort all reports by name of report or category

C. New Report - Button that will take to you to the Configuration tab to create a new report. Note: The newly created report will not be favorited by default, IE it will not appear on this Favorites tab.

D. Report Category - The category the report belongs to.

E. Report Name - The name of the report.

F. Info Icon - When your cursor is hovered over this icon, it will display the description of the report.

G. Favorite Icon - This heart icon has two states, red and transparent. If the heart is red, then that report is favorited. If the heart is transparent, then the report is not favorited. Note: Favorited reports are user enabled, other users will not see which reports you have foavirted.

H. Permissions Icon - This lock icon signifies that the user must have role permissions to that specific report to access it.

I. Reports Organizer - This column allows you to view all reports, favorited reports, reports by category, or bundled reports.