Create a Favorite Report (Save for All Roles)
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 Reporting users.
To create a favorite, complete the following steps:
- From the Vision Navigation menu, click Reporting and click the type of report.
- Select the report for which you want to create a favorite version.
- Display the Options dialog box for the report, and select the options that you want.
- Click the Selection column in the Reports grid, click , and specify the criteria for selecting data for the report.
- Click Organize Favorites on the Reports grid.
- In the Favorite Name field on the Organize Favorite Report dialog box, enter a name for your favorite.
- Clear the Save as a personal favorite option.
- Select the Access to all roles option.
- Click Save.