Favorite reports save report criteria so you can run the same report again.

What are Favorite Reports? #

There are many reports found within MindSalt Time & Expense. You might have your favorite few that you run on a daily, weekly, monthly, or perhaps quarterly basis. With the Favorite Reports feature you are able to save your report settings and criteria as well as specify a date range or period to use every time the report is launched from your favorites. Doing so saves time and maintains consistency in reports that you run on a routine basis.

Adding a Report to Your Favorite Reports #

To add a report to your favorite reports folder, first select a report from the report tree. On the Report Options & Criteria screen, follow the steps below.

1. Select the options that you wish to save with the report (i.e. client, project, report output, provide any necessary notes, etc.).
2. Select Add to Favorites.
3. Provide a 'Description' for the saved report.
4. In the 'Date Settings' section provide a custom date range or select a date range that the system should us to prepopulate date fields when you select the report from your favorite reports folder.
5. Select Save.

The report has now been saved to your Favorite Reports folder.

Modifying a Saved Report #

Select a saved report from your Favorite Reports folder and follow the steps below to modify the saved report.

1. From the Report Options & Criteria screen, modify the report options that you wish to change (i.e. client, project, report output, notes, etc.).
2. Select Modify Favorite.
3. Modify the 'Description'' or 'Date Settings' as necessary.
4. Select Save.

Removing a Report From Your Favorite Reports #

Select a saved report from your Favorite Reports folder and follow the steps below to delete the saved report.

1. Select Modify Favorite.
2. Select Delete.