Reports\My ReportsMy Reports\Managing Shortcuts for My Reports

Managing Shortcuts for My Reports

Managing Shortcuts allows administrators to link often used reports to the Home page for quick and easy access under the Report Shortcuts section.

1.       From the Home tab, on the right side of the page, click on the  button next to the Report Shortcuts. The Report Shortcuts page displays with a list of all current reports.

                                                                                                                                             Figure 68.      Report Shortcuts

2.       Check the report(s) you want to appear on the Home page under the Run Report Shortcuts section. You may select all reports by clicking on the Check All button or unselect all reports by clicking on the Uncheck All button.

3.       Click Save Report Shortcuts, and you are returned to the Report Configurations page. If you click on the Home tab, you will see the selected reports as links under the Run Report Shortcuts section.

 

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NOTE:

Assistant Administrators are able to manage their own shortcuts, but only for reports for which they have permissions.

 

 

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