Finding key reports daily among 30+ options hinders with workflow. Now you can mark the most important reports as favorite making them easier to reach, saving you time and allowing you to keep important business insights on the forefront!

Here’s how you can go about it:

Method 1: From the Mega Dropdown Menu

1. Navigate to the Reports section in the top navigation
2. Find the report you want to mark as a favorite.
3. Tap the star icon next to the report.

Method 2: From the Individual Reports Page

1. Open the report you wish to favorite.
2. Locate the star icon on the page.
3. Click the star icon to mark the report as a favorite.

FAQs

Q Can multiple users share the same list of favorite reports?

No, the Favorites functionality is user-specific. Each user can customize their favorite reports independently.

Q How do I unmark a report as a favorite?

To remove a report from your favorites, click the star icon again. The report will no longer appear in the Favorites Tab.

Q3 What happens if I have no favorites marked?

If no reports are marked as favorites, the All Reports Tab will be the default view in the Reports section.