If the
Favorites Organizing security setting for your role is
Save for My Role, you can save favorites for your own use, and you can save a role-specific favorite 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.
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On the Navigation pane in
Vantagepoint Desktop, click
Reporting.
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Select the report for which you want to create a favorite version.
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Display the Options dialog box for the report, and select the options that you want.
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Click the
Selection column in the Reports grid, click
, and specify the criteria for selecting data for the report.
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On the Reports grid, click
Organize Favorites.
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In the
Favorite Name field on the Organize Favorite dialog box, enter a name for your favorite.
Vantagepoint prohibits the following characters in report names: \ / : * ? \ " < > | #
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To save a role-specific favorite, complete the following actions:
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Clear the
Save as a personal favorite option.
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Clear the
Access to all roles option.
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Select one or more security roles in the
Available Roles list.
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Click
Add to move the security roles to the
Assigned Roles list.
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Click
Save.