Access Favorite Reports With Favorite Reports System Dashpart

You can perform a number of tasks to manage your Favorite reports from the Favorite Reports system dashpart. You can email a favorite report, schedule a favorite report to be sent, configure the recurrence of a favorite report, and print a favorite report just to name some possible tasks you can perform from the Favorite Reports system dashpart.

To access favorite reports from the Favorite Reports system dashpart:

  1. In the Navigation pane, select My Stuff > Dashboards.
  2. On the Dashboard form, open a dashboard with a Favorite Reports dashpart.
  3. On the Favorite Reports dashpart, you can:
    • Open a favorite report: Click the favorite report name on the Name column. The favorite report displays in a new browser window.
    • Email a favorite report:
      1. Move the mouse cursor over a report row, and then click at the right end of the row.
      2. Then click Email to display the Email Report dialog box where you can configure the recipients of the report.
      3. After configuring the email details in the Email Report dialog box, click Send.
    • Schedule a process for a favorite report:
      1. Move the mouse cursor over a report row, and then click at the right end of the row.
      2. Then click Schedule to display the Schedule dialog box where you can configure a scheduled run for a favorite report and also identify the email recipients of the favorite report.
      3. After configuring the scheduled run for the favorite report in the Schedule dialog box, click Schedule.
    • Print a favorite report:
      1. Click the favorite report name on the Name column. The favorite report displays in a new browser window.
      2. In the new window, click .
    • Export a favorite report:
      1. Click the favorite report name on the Name column. The favorite report displays in a new browser window.
      2. In the new window, click and select the export file format that you prefer. The standard Save As dialog box displays.
      3. Select which location you want to save the exported report in your computer, and then click Save.