Create a Favorite Report (Save for All Roles)

If the Favorites Organizing security setting for your role is Save for All Roles, you can save favorites for your own use, save role-specific favorites to be shared with co-workers who are assigned your security role, and save global favorites to be shared with all Reporting users.

To create a favorite, complete the following steps:

1. From the Ajera CRM Navigation menu, click Reporting and click the type of report.
2. Select the report for which you want to create a favorite version.
3. Display the Options dialog box for the report, and select the options that you want.
4. Click the Selection column in the Reports grid, click , and specify the criteria for selecting data for the report.
5. Click Organize Favorites on the Reports grid.
6. In the Favorite Name field on the Organize Favorite Report dialog box, enter a name for your favorite.
7. Clear the Save as a personal favorite option.
8. Select the Access to all roles option.
9. Click Save.