Save Report as a Favorite

Access level: Any Member

To save a report as a favorite, take the following steps:

1.       Identify the Report you want to save (to included desired data filters)

2.       Select the File tab

3.       Click + Add to Favorites

4.       In the field for Report Name, provide a name for your report

a.       All reports will appear alphabetically in the Favorite Reports list

b.       Feel free to contact your Client Success Manager for help naming multiple reports

c.       Once you have named your report, click Save

5.       Your Report is now listed in the drop-down selection list