Favoriting Reports

You can save and use your customized settings for any report, including filters, by saving it as a Favorite. Because saved Favorites are unique to each person, only you can see your Favorites unless you send a link for one to someone who has permission to see the data. When you reuse the settings, the report will use current data (not the data shown when you saved the settings).

Creating a Favorite Report

1. Select Reporting and Analytics at the top of any page.
2. Set up the report with the desired filters.
3. Click +Add Favorite in the upper right hand corner.
4. Enter a Name for the Report and a Description.
5. Click Save.

Running a Favorite Report

1. Select Reporting and Analytics at the top of any page.
2. Click Favorites in the right hand menu.
3. Select the favorite report you wish to view. This report will show the current data in the filtered columns that you have set.

Deleting a Favorite Report

1. Select Reporting and Analytics at the top of any page.
2. Click on Favorites in the right hand menu.
3. From here delete a favorite report by clicking on the Trash icon to the right of the report.