Edit a Favorite Report

Edit a Favorite Report

Favorite Reports automatically populate selected parameters, leaving others to be changed each time the report is run. After creating a favorite report, the selected parameters can be updated, or the entire report can be deleted.

Edit a Favorite Report

To edit the settings of a favorite report, follow the steps below:

*NOTE: Favorite reports can only be edited by the user who created it.

  1. Select the Reports button.
     
  2. Select the Favorite Reports tab.
     
  3. Search for and click the Details icon to the left of the desired report.
     


 

  1. If necessary, update the Favorite Report Name to better identify this report.
     
  2. Select or deselect the Share with Community box to change which users are able to run this report.
     
  3. Select the check box(es) to the left of any parameter that should not be saved. A user will need to manually fill in these parameters when running this report in the future.
     
  4. Fill in any non-checked parameters that should be saved. These set parameters will automatically populate when this report is later run.
     
  5. If the Date fields are un-checked and should be saved, click the Tool icon to choose a relative day of the week, month, or year. This relative day will automatically adjust the Begin or End Date based on the day you run the report.

*NOTE: Click the Calendar tool to return to the default, single-day selector.
 


 

  1. Click Save and Close.

 The favorite report has been updated. When running this report, only the checked parameters will need to be entered.

 

Delete a Favorite Report

To delete a favorite report, follow the steps below:

*NOTE: Favorite reports can only be deleted by the user who created it or by the FullCount Support.

  1. Select the Reports button.
     
  2. Select the Favorite Reports tab.
     
  3. Search for and click the Delete box to the right of the desired report.
     


 

  1. Click Save.

The favorite report is now deleted. Users will not be able to run this report.


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