How can I bookmark a report as favorite?
Finding key reports daily among 30+ options hinders your workflow. Now you can mark the most important reports as favorites, making them easier to reach, saving you time, and allowing you to keep important business insights at the forefront!
Video Guide:
FAQs:
Method 1: From the Mega Dropdown Menu
Go to the Reports in the top navigation.
Find the report you want to mark as a favorite and tap the star icon next to it.
Method 2: From the Individual Reports Page
Open the report you wish to favorite.
Locate the star icon on the page and tap to mark the report as a favorite.
No, the Favorites functionality is user-specific. Each user can customize their favorite reports independently.
To remove a report from your favorites, click the star icon again. The report will no longer appear in the Favorites Tab.
If no reports are marked as favorites, the All Reports Tab will be the default view in the Reports section.