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 (Configuration > Security > Roles).

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.