Create a Favorite Report (Save for My Role)

If the Favorites Organizing security setting for your role is Save for My Role, you can save favorites for your own use, and you can save a role-specific favorite to be shared with co-workers who are assigned your security role. You can also rename, modify, or delete any favorite that you create or any favorite created specifically for your role. However, you cannot create, rename, or delete global favorites.

To create a favorite, complete the following steps:

1. From the Vision Navigation menu, click Reporting and click the type of report.
2. Select the report for which you want to create a favorite version.
3. Display the Options dialog box for the report, and select the options that you want.
4. Click the Selection column in the Reports grid, click , and specify the criteria for selecting data for the report.
5. On the Reports grid, click Organize Favorites.
6. In the Favorite Name field on the Organize Favorite dialog box, enter a name for your favorite.
7. To save a role-specific favorite, complete the following actions:
   1. Clear the Save as a personal favorite option.
   2. Clear the Access to all roles option.
   3. Select one or more security roles in the Available Roles list.
   4. Click Add to move the security roles to the Assigned Roles list.
8. Click Save.