TABLE OF CONTENTS

• Saving Reports as Favourites
  • Overview
  • Saving a Report as a Favourite
• Further Support

Saving Reports as Favourites

Overview

Users can save most intelligence reports as favourites for easy access. This includes:

• Standard reports
• Drill-down reports
• Detail reports customised to specific requirements

Favourite reports can be run at any time or scheduled to run on specific days and times. This guide outlines the steps to create a favourite report within the User Migrations module. The same steps apply across other modules in ManagementStudio.

Saving a Report as a Favourite

• Generate the Report

  • Create or customise your report with the desired format and information.

• Save the Report

  • At the top of the report, select the spanner (wrench) symbol.
  • Choose either Save Report or Save As.
  • Enter a descriptive name for the report.
  • Click Save.

• Add to Favourites

  • Click the spanner symbol again to access your saved reports.
  • Locate your newly created report.
  • Click the heart symbol next to the report to add it to your favourites.

• Verify Favourites

  • Close the report window.
  • Restart the ManagementStudio client.
  • Navigate to the User Migrations module. The favourite report should now be visible under your favourites.

Example: User Migration module showing a user's favourite report.

• Running and Managing Favourites
  • To run a favourite report, select the relevant module and click the favourite report.
  • To remove a report from favourites, click the heart symbol next to the report again.

Further Support

For additional assistance, visit the ManagementStudio Service Desk to search the knowledge base or create a support ticket.