How can I bookmark a report?

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:

How can I bookmark reports as favourite?

Method 1: From the Mega Dropdown Menu

1

Go to the Reports in the top navigation.

2

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

1

Open the report you wish to favorite.

2

Locate the star icon on the page and tap to mark the report as a favorite.
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.


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.

Removing report from favorites

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.