Organize Favorite Report Dialog Box

The options that you see on the Organize Favorite Report dialog box depend on the setting for the Favorites Organizing option for your security role.

Favorites Organizing Setting for Your Security Role	Available Actions on the Organize Favorite Report Dialog Box
Save Personal Only	You can save favorites for your own use and modify or delete those favorites.
Save for My Role	You can save favorites for your own use and save role-specific favorites to be shared with co-workers who are assigned your security role. You can also rename, modify, or delete any favorite that you create or any favorite created specifically for your role.
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.

Location

To display the dialog box, complete the following steps:

1. From the Ajera CRM Navigation menu, click Reporting and click the type of report.
2. Select a report for which you want to create a favorite version or select an existing favorite report that you want to modify or delete.
3. Click Organize Favorites on the Reports grid.

Contents

Field	Description
Favorite Name	If you want to create a new favorite report, enter the name in this field. If you want to modify an existing favorite report, select it from the drop-down list for this field.
Save as a personal favorite	You can save the report as a role-specific or personal favorite: Role-Specific — To save a favorite report for use by anyone who shares your security role, clear the Save as a personal favorite option and click Save. Every employee with your security role can then use the favorite. Personal — To save a favorite report for your own use only, select Save as a personal favorite and click Save.
Access to all roles	Select this option to save the report as a global favorite that is available to all Reporting users. Clear this option if you want to grant access to the favorite only to selected roles.
Available Roles, Assigned Roles	To grant access to a favorite report based on Ajera CRM security roles, move the roles from Available Roles to Assigned Roles. Only the employees who are assigned one of the security roles in Assigned Roles can use the favorite. To move a role from Available Roles to Assigned Roles, click the role and click Add. To move a role Assigned Roles back to Available Roles, click the role and click Remove. If you click Save without selecting any roles, Ajera CRM automatically selects Access to all roles when it saves the favorite.
Buttons	Delete — Delete the favorite report specified in Favorite Name. Save — Save the current report options and selection criteria for the favorite, and save the access settings from this dialog box. Close —Close the dialog box without saving your entries. Help — Display the help topic for this dialog box.