Favorites and Recently Used help staff avoid repeatedly searching for common reports.

Favorite Reports

Click the star icon on a report card to add it to Favorite Reports.

Favorite reports appear near the top of the Reports page.

Use favorites for reports that are part of monthly, quarterly, or daily operating routines.

Removing Favorites

Click the filled star again to remove a report from favorites.

Removing a favorite does not affect the report itself or the ability to run it later.

Recently Used

Reports appear in Recently Used after they are launched.

Recently Used entries can include the report title and legacy ID.

Use Recently Used when repeating the same report with similar parameters.

When To Use Each

Use Favorites for planned repeat work.

Use Recently Used for short-term repetition.

Use Search for one-off report requests.

Best Practice

Each user should favorite the reports they personally run most often. Do not rely on favorites as a complete report menu.