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Excel Favorites

Favorites is a collection of reports and exports that you as a user or an administration user want to make easy available in the Favorite category in the Reports and exports module. Favorites can be both PDF reports and Excel exports.,They can be both built-in reports, without any selections made, or they can be project reports that the users are frequently using.

Thus, Favorites is a way to "bookmark" essential reports in the database. 

Add a favorite

You can make a project Excel export a favorite by selecting the export and press Add favorite in the top right corner of the export detail window;

If you have administration access to the database you will have an additional option to Add shared favorite;

Shared favorites will be set as a favorite for all users of the same database and will be marked with Shared in the list of favorites;

Copy a favorite

To copy a favorite, select the export you want to duplicate and press Save as. You will then be able to give the copy a new  title, description and decide to share it or not.

Remove a favorite

To remove a favorite from the list, select the export you want to remove and select Remove favorite. Only Administration users can remove shared favorites.

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