Configuring the Favorite Reports Panel

Modified on Mon, May 22, 2023 at 8:38 AM

Configuring the Favorite Reports Panel

Every WebDesk user has access to a "Favorite Reports" panel where you can collect reports you run frequently.

These reports can be run directly from your WebDesk:

Adding the Favorite Reports Panel to Your WebDesk

To add a Favorite Reports panel to your WebDesk, do the following:

  1. Go to the WebDesk->Setup screen.
  2. Locate the "My Favorite Reports" entry in the list of built-in data peeps (i.e. panels) on the upper right of the screen:
  3. Check the checkbox for the "My Favorite Reports" built-in panel and click the "Save Data Peeps" button.  The panel will now appear on your WebDesk Home screen.

Adding Reports to Your Favorite Reports Panel

To add reports to the Favorite Reports panel, you must go to a Reports panel.

Go to a Reports panel that contains a report you want to appear on your personal Favorite Reports panel.

On every Reports panel you will find a column of checkboxes where the column header is a gold star:

This is the "Select to Favorite Reports" checkbox.

Check the checkboxes for the reports you want to add to your Favorite Reports panel - you do NOT need to save anything, just check the checkbox.

The reports you check will automatically appear on your panel:

Removing Reports from Your Favorite Reports Panel

To remove reports from your Favorite Reports panel, you must go back to the Reports panel contains those reports.

Once you locate the report you wish to remove, uncheck the checkbox for it.  

This automatically removes it from your panel.

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