How to Create Favorite Datamining Reports

Modified on Thu, 17 Feb 2022 at 10:16 AM

TABLE OF CONTENTS

Introduction

A user can save most intelligence reports as favorites. This includes reports generated by drilling down, standard reports, and detail reports that have been modified to meet specific requirements. A favorite report can be run at any time, or schedule to run on specific days and times. This article will outline the steps required to create a favorite report within the User Migrations module. The steps are consistent within the other modules in MnagementStudio.

 


Save a report as a Favorite

  • Generate an investigative report with the desired format and information.
  • At the top of the report, click the spanner symbol to either:
  • Save Report.
  • Save As.
  • Enter the descriptive name for the report.
  • Click Save.
  • Click on the spanner symbol
  • Locate the newly created report and  click on the 'heart' symbol to make it your favorite report.


  • Close down the window.
  • Restart the client.
  • Click on the User Migrations module, the newly created favorite report should be visible.


An example of a logged in user’s User Migration’s favorite report 


  • Once a report has been added as a favorite, it is easy to run it again.
  • Click on the Module and the corresponding favorite report.



If a User needs to remove the report from being favorite, click on the 'Heart' symbol against the report again.

Further Support

If you require further support, please visit ManagementStudio's Service Desk to search the knowledge base or create a new support ticket.