Report Favorites

The Reports Favorites screen is used to arrange the order the favorite reports appear in the left pane. A report can also be deleted from the listing from this screen.

Reports are selected in the Reports section to be included in the Report Favorites list, by clicking on the Add button when a report is open. Additional parameter information also needs to be set up. See Steps for Adding a Report to the Report Favorites List for more information.

• To delete one or more reports from the Report Favorites list, check the box to the left of the record, then click on the Delete Selected button.

• To update the display order of the reports, change the number of the selected report in the Sort Order field. The numbers that are higher than the changed number are updated by the system, so each sort order value is unique.

• To change the values back to what they were previously, click on the Revert Sort Order button. Once the order of the reports is acceptable, click on the Set Sort Order button to save the sequence.

  Note  

  Once the Set Sort Order button is selected, the numbers cannot be reverted back using the Revert Sort Order button.

Action Buttons

The following actions are available in the left pane.

Delete Selected

The Deleted button is used to remove one or more records from a screen.

To delete a record, complete the following steps:

1. Click on the selection box to the left of each record to be deleted.

   A check mark is displayed

2. Click the Delete button.

3. If a single record is open, select the Delete button (there are no boxes to select the record).

4. A message is displayed verifying the record should be deleted. Click on Yes to continue.

Revert Sort Order

The Revert Sort Order button changes the sorting order of the records back to the sequence they were in before the numbers were changed. This button must be selected before the Set Sort Order button. Once the Set Sort Order button is selected, the new order is already saved and cannot be reverted. (You can manually change back the sort order.)

Set Sort Order

The Set Sort Order button saves the priority sorting of the records to the numbers indicated in the Priority box. Depending on the type of record, this sort order could be the order the records are processed or displayed in reports, for example.

To change the sort order, select a record to be adjusted and enter the appropriate number in the Sort Order box record. Records with a larger sort order value will be automatically adjusted to display in the next available sort order.

To save the sort order changes, click on the Set Sort Order button in the Actions section. To set the order back to the previous sequence, click on Revert Sort Order.