Create a Favorite Report (Save Personal Only)
If the Favorites Organizing security setting for your role is Save Personal Only, you can save favorites for your own use. However, you cannot make a favorite available to other users who share your security role, and you cannot create, rename, or delete global favorites.
To create a favorite, complete the following steps:
- Click Reporting on the Vision Navigation menu, 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 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 to display the Organize Favorite Report dialog box.
- In the Favorite Name field on the Organize Favorite Report dialog box, enter a name for your favorite.
- Click Save.