Favorite Reports Overview

If you apply report options and record selection criteria to a report, Vision retains those settings for the report only until you log out. The next time that you log in, Vision again applies your default settings to the report. If you design a report format that you want to use again, save it as a favorite report. When you run a favorite report, you do not need to specify the options each time.

When you create a favorite, Vision saves the following as part of the favorite definition:

• Current report options on all options tabs.
• Current record selection criteria.
• Report language (if you use the Multilingual feature)

You can create more than one favorite version of any report.

For example, you might save two favorites for the Office Earnings report. The first favorite could provide a consolidated firmwide view, while the second favorite could display maximum detail by organization.

When you create a favorite, Vision adds the favorite to those listed in your favorites dashpart on the Dashboard. If you click the link for a favorite on the Dashboard, Vision opens the report in the Preview window. From there, you can view the report, or you can print it.

Report Language

If you use the Multilingual feature, you specify the language you want to use each time that you log in to Vision. If you create a favorite report, Vision saves that language as part of the report characteristics. As a result, each time you or another person uses that favorite, Vision generates the report in that language, even if the person who generates it is currently logged in with a different language.

Because each favorite is associated with a specific language, make sure that you log in with the language you want before you create a favorite. For the same reason, if you need to make changes to a favorite, be sure you log in with the language for which you created it. If you do not, Vision sets the language for the favorite to the active language for your current Vision session when you save your changes.

Standard reports, in contrast to favorites, are always generated in the language that you specified when you logged in for your current session, unless you generate the report using a saved set of options created for a different language.

Creating and Saving Favorites

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).

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.