Open Favorite Reports #

Browse to Reports Favorite Reports.

A favorite report saves a report's options and reusable date behavior so you can run it again without rebuilding every filter.

Save a favorite report #

1. Open a report.
2. Set its options and criteria.
3. Open the report action menu.
4. Select Add to favorites.
5. Enter the Favorite Report name.
6. Choose the saved date behavior.
7. Select Save.

Choose a relative date such as Week-to-Date or Last Month when the favorite should move with the calendar. Choose Fixed Date Range only when it should always use the same dates.

Run a favorite #

1. Open Reports.
2. Open Favorite Reports.
3. Select the favorite.
4. Review its loaded options.
5. Run the report.

The favorite uses your current report access. It does not preserve access to data or a report that your role no longer allows.

Modify or save as new #

Open the favorite and change its options.

• Select Modify favorite and Save to replace the existing saved options.
• Select Save as New to keep the original and create another favorite.

Use descriptive names such as "My projects, last month" rather than a date that will become misleading.

Delete a favorite #

Open the favorite's edit menu. If it includes Delete, select it and confirm the deletion.

Deleting a favorite removes only the saved shortcut. It does not delete report source data.

Troubleshooting #

• If dates are unexpected, review whether the favorite uses a relative or fixed date.
• If choices are missing, the underlying client, project, employee, or task may be archived or outside your access.
• If the favorite no longer runs, open the base report and recreate it with currently valid options.

Related articles #

• Run, filter, and export reports
• Manage your profile, password, and preferences