Contents of the Organize Favorite Report Dialog Box (Desktop)
Use the Organize Favorite Report dialog box to select and set options for saving or modifying personal or role-based specific settings for favorites.
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:
|
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
Vantagepoint 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, Vantagepoint automatically selects Access to all roles when it saves the favorite. |
Buttons |
Delete: Delete the favorite report specified in
Favorite Name.
Close: Close the dialog box without saving your entries. |
Parent Topic: Organize Favorite Report Dialog Box (Desktop)