Manage report favorites

1. On the Maintenance menu, point to General Maintenance and click Maintain Report Favorites. The Configure Custom Reports window displays.
2. Click Add. The Choose Report window displays.

3. Select the group from which you want to add a report as a favorite, or override the description, in the Type box.
4. Highlight the report and click Select. The Configure Custom Reports window redisplays.

5. Use the table below for your next steps.

If you want to...	Select...	Then...
add the report as a favorite on the Report Favorites window,	Report exists as a favorite	optionally enter a new Name, Group, and/or Description to use when you access the report on the Report Favorites window. The report will be grouped in the Type box on the Report Favorites window based on the value in the Group box. If you do not change the Group value it will be placed in the default group for that report (Customer, Inventory, and so on).
override the description for the report on the Report Catalog window	Only override description	enter a new description for the report in the Description box. This new description will display at the bottom of the Report Catalog window when this report is selected.

6. Click Save. The images below are examples of a newly named report added to the Customer group in report favorites and a report where only the description changed.

1. On the Configure Custom Reports window, highlight the report you want to edit.
2. Select Report exists as a favorite or Only override description to change the selected report to list as a favorite or as an override only, if desired.
3. If you chose Report exists as a favorite in step 2, optionally enter a new Name, Group, and/or Description for the report to display on the Report Favorites window. Otherwise, enter only a new description for the report.
4. Click Save.

1. On the Configure Custom Reports window, highlight the report you want to delete.
2. Click Delete.
3. Click Yes on the message that displays confirming the deletion.