After you create a favorite report, you can use the
Reports grid or a link on your
Vision Dashboard to generate the favorite. When you generate a favorite report,
Vision automatically applies all options settings and retrieves data from the appropriate records.
The Reports grid may also contain global favorites or role-specific favorites created by other users. You can use those favorites, but you cannot change or delete them.
To use a favorite report, complete the following steps:
-
From the
Vision Navigation menu, click
Reporting and click the type of report.
Each favorite report in the Reports grid has either
Personal or
Global in the
Type column.
-
Select the favorite report.
-
Preview or print the report.