Create a Favorite Report (Desktop)
The procedures that you can use to create and save favorites depend on the setting for your security role in Favorites Organizing on the Roles form (
).This topic describes Reporting options and procedures for the Vantagepoint desktop application. If you use the Vantagepoint browser application, see the topics under Reporting.
The available settings are as follows:
Save Personal Only — You can create, modify, save, or delete only your personal favorites.
Save for My Role — You can create, modify, save, or delete personal favorites, and you can also save favorites for use by co-workers who share your security role.
Save for All Roles — You can create, modify, save, or delete personal favorites, favorites for use by co-workers who share your security role, and global favorites for use by all Reporting users at your firm.
- Related Topics:
- Create a Favorite Report (Save for All Roles - Desktop)
If the Favorites Organizing security setting for your role is 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 users. - Create a Favorite Report (Save for My Role - Desktop)
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. - Create a Favorite Report (Save Personal Only - Desktop)
If the Favorites Organizing security setting for your role is Save Personal Only, you can save favorites for your own use. - Delete a Favorite Report (Desktop)
If you no longer want a favorite report to be available, you can delete it. - Creating Folders for Saved Options and Searches (Desktop)
When you save a set of reporting options or save a search, you can simultaneously create a folder in which to store it. To do that, enter the path and folder name in the Folder Name field.