Back to the Knowledge Base

Knowledge Base Article

How to Save a Report as a Favorite

Save reports you use frequently as favorites for quick access:

  1. Navigate to the Report Center
  2. Browse to find the report you want to favorite
  3. Look for the heart icon on the report card
  4. Click the heart icon to add the report to your favorites
  5. The heart icon will change from an outline to a solid fill, indicating it is now a favorite

To remove a report from favorites:

  1. Find the report with the solid heart icon
  2. Click the heart icon again to toggle it off
  3. The heart returns to an outline, indicating it is no longer a favorite

To access your favorite reports:

  1. Go to the Report Center
  2. Click the My Favorite Reports button (heart icon) in the header
  3. Your saved favorites will be displayed
  4. Click any report to run it

Notes:

  • Favorites are personal to your user account
  • Other team members have their own separate favorites list
  • You can search within your favorites list
  • There is no limit to how many favorites you can save
Reconnecting…

Whoops!

You've Encountered An Error

Something went wrong on our end. Don't worry, our development team has already been notified, and we'll get it fixed as soon as we can.

Please avoid repeating the same action for now. A quick reload usually gets you going again.