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The management system now offers the convenience of running reports that have been saved to your ‘My Favorites’ using the Quick Reports widget on the Home Page of your management system.
To use Quick Reports:
| 1. | First go to Tools > Report Center. Individually select the reports that you would like to have access to from the Quick Reports tool. Drag the report into your ‘My Favorites’ folder. Please note that this will create a link to the report from its current location, and will not actually move the original report. |
| 2. | You have the option to save all report types – Account, Participant, Registration, Financial Option and Specialized. All report types will function correctly from the Quick Reports. Check the ‘My Favorites’ folder to make sure that all reports you wish to access to have successfully saved to this folder. |
| 3. | Navigate back to your home page by clicking the ‘Home’ icon at the top-right corner of your management system. |
| 4. | From your Quick View drop down menu, select Quick Reports. The reports that you saved to your ‘My Favorites’ should appear in the menu of reports to choose from. Note: If you do not see your reports in the menu, try refreshing your system using the Refresh icon at the top-right corner of your management system. If reports still do not display in the menu, check your ‘My Favorites’ folder again. |
| 5. | Load and apply the filter configuration that you wish to use to run your report. Select the report you would like to run, then choose your report layout preference from the drop down at the bottom of your Quick View. Click Run Report to generate your report. |
Tip: The ‘Date Created’ column in the Quick Reports menu will tell you the last time your report was generated.
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