Adding Favorites
Favorites allow you to
generate the reports that you use on a regular basis quickly and easily.
A favorite can consist
of a single report, or multiple reports can be displayed on the same screen.
You can even have multiple instances of the same report, but you will
want to choose separate settings for each report instance.
The system automatically
saves the report criteria of any report favorite. This makes it so that
you do not have to select the same report settings each time you run a
report.
Creating a Favorite
Click on the main "Reports"
navigation tab, and then on the Edit Favorites
link located directly below the row of tabs at the top of the screen.
The Edit
Favorites screen opens. This screen is divided into two sections.
On the left-hand side of the screen, click on the Add
Favorite  icon. The Favorite
screen appears to the right. This screen is divided into multiple sections.
Favorite
Enter
a Name for this favorite as you
would like it to be displayed in the program. In
the Section Title
field, select the section that you would like this favorite to be assigned
to. If you do not select a section, one will be automatically created
based on the report group that the first report in the favorite comes
from.
Automatic Behaviors
This section allows you to define how the program will act when a favorites
report is generated from the Report Bar
section of the program.
Close Bar: With this option selected,
the Report Bar will automatically
be minimized to the left-hand side of the screen when a report is generated. Close Criteria: With this option enabled,
the report or reports assigned to the selected favorite will open with
the "Report Criteria" section of the screen minimized. Submit: With this option selected, each
report in the favorite will be submitted when the favorite is run. With
this option de-selected, the reports are not automatically run, allowing
you to edit the Report Criteria before submitting the report. Save Changes: With this option
selected, the settings specified in the Report Criteria section of each
report in the favorite will be automatically saved. This prevents you
from having to re-enter the same criteria settings each time the report
is run.
Icon
Icon: When the Report
Bar is minimized to the left-hand corner of the screen, each favorite
report is displayed on the toolbar with an icon. Select the color and
shape that you would like to use for this favorite icon. Icon Position: This setting allows
you to assign the order of the displayed icons. Keep in mind that lower
numbers appear toward the top of the list.
Reports
A favorite contains a total
of 10 report positions. When all 10 positions are assigned, the favorite
displays as a table with two reports columns (each column is half-screen)
and five rows of customizable height. These positions can be set up any
way you desire. For example, you can set your most heavily used reports
to the full width of the screen by only assigning one report per column.
Then, your lesser used reports can be set up with two reports per row.
Full-sized reports, or
half-width reports on the left-hand side of the row are assigned in the
positions located under the Full-Width
/ Half-Width Left Side header. half-width reports on the right
side of the row are assigned to the positions located under the Half-Width Right Side header.
From
the Report drop-down menu, select
the report that you would like to assign to this position. The reports
in the drop-down list are sorted by their report group.
Note: If you did not select a section for this for this favorite
to be assigned to, the section is automatically created based on the report
group that the first report in the favorite belongs to. The
Coloring option allows you to
define the color used for the header and borders of the report. This can
help to differentiate one report from another when viewing multiple reports
on the same screen. The
Height option allows you to select
the height of the report. This option can be defined by either a number
of pixels, or a percentage. Choose the desired option from the Height
Type field located directly above the Full-Width
/ Half-Width Left Side header. Note that along a row, the heights
are linked. If you change the height of the report on the left side, the
height on the right side will automatically change. The
Width option is automatically
assigned. If a report is selected in the left-hand position of the row
only, it will be displayed at
100% width. If both the left and right-hand positions of the row are assigned,
each will be displayed at 50%.
Assign reports to the desired
positions. Once you have finished assigning reports, click on the [ADD]
icon to save the report favorite. The favorite is listed in the Edit Favorites section on the left-hand
side of the screen. To delete a favorite, click on the  icon.
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