Create a Favorite Report (Save Personal Only)

If the Favorites Organizing security setting for your role is Save Personal Only, you can save favorites for your own use.

To create a favorite:

  1. In the Navigation menu of the Deltek desktop application, click Reporting and click a 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 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 to display the Organize Favorite Report dialog box.
  6. In the Favorite Name field on the Organize Favorite Report dialog box, enter a name for your favorite.
  7. Click Save. The favorite report appears in Favorite Reports in the My Stuff section from the Navigation pane of the Deltek browser application.

    It can also be found under Reporting in the Deltek desktop application.