Matrix Support

How To Save a Report as a Favorite

The need may arise that you would like to save a Favorite Report so that you do not need to rebuild the report each time you want to run the report. To save a report as a Favorite:

  1. Configure and run the report you want to save as a favorite.
  2. Once the report has run, there is the Favorite icon that will allow you to click on the Star icon to save the report.
  3. After clicking, you will be prompted to save the report as a New Favorite or to Overwrite an Existing Favorite.
  4. Enter a name for the report and a description or choose the report to overwrite
  5. Click Save.

The report will now be visible in the My Favorites section of the report menu.


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