Modify a Favorite Report

For an existing favorite report, you can change the reporting options, the data selection criteria, and who can use the favorite.

To modify a favorite report, complete the following steps:

1. From the Ajera CRM Navigation menu, click Reporting and click the type of report. Each favorite report in the Reports grid has either Personal or Global in the Type column.
2. Select the favorite report.
3. If you want to change the reporting options, complete the following actions:
   1. Click the Options column, and click to display the Options dialog box.
   2. Modify the set of saved options that is part of the favorite or make changes on the options tabs, and click Apply.
   3. Click Yes when Ajera CRM asks if you want to save your changes.
4. If you want to change the selection criteria used to retrieve data, complete the following actions:
   1. Click the Selection column, and click to display the lookup dialog box.
   2. Modify the set of saved selection criteria that is part of the favorite or change the selection criteria, and click Apply.
   3. Click Yes when Ajera CRM asks if you want to save your changes.
5. If you want to change who can use the favorite, complete the following actions:
   1. Click Organize Favorites in the Reports grid to display the Organize Favorite Report dialog box.
   2. Make the changes and click Save.