Favorite Reports or Favorite Spreadsheets

Use this page to designate reports or spreadsheet as a favorite. This feature enables you to easily access favorite reports or spreadsheet from the Favorites list.

To add or delete a report or spreadsheet as a Favorite:
  1. Click Favorites > Reports or Spreadsheets
  2. On the Manage Favorite Reports or Manage Favorite Spreadsheets page, expand the report group that contains the report that you want, and select the report or spreadsheet that you want as a favorite.
  3. Click Save.
The report or spreadsheet is designated as a favorite and appears on the Favorites page.
Note: When you add a report or spreadsheet as a favorite, any published reports or spreadsheets created are also automatically included as favorites if the default file name was used when the published reports or spreadsheets were created. If a file name other than the default was used for a published report or spreadsheet, the system will not add the report or spreadsheet as a favorite and you cannot add the report or spreadsheet manually.

To access a favorite report or spreadsheet from a shortcut:

Click the report link in the left frame of the Home page. If the report or spreadsheet has a correlating published report or spreadsheet for the current period, the most current published report or spreadsheet opens.

If the favorite report does not have a correlating published report for the current period, the parameters page for the report opens.

To access a favorite report or spreadsheet from the Favorites page:
  1. Click Favorites > Reports or Spreadsheets
  2. Navigate to the appropriate report or spreadsheet and expand it.
  3. Do one of the following:
    • Click a Report or Spreadsheet name t run the report or spreadsheet.
    • Click a published report or spreadsheet (if available) to view the report or spreadsheet.