How can I select my favourite reports?

Any report on OC Enterprise can be made into a favourite, which creates a shortcut to that report so you don't need to find it in the list displayed on the left-hand side.

How to Favourite a Report

  1. Select "Reports" from the dropdown menu located at the top of the page.
  2. Select "Favourite Reports" from the list.
  3. This will open the "Favourite Report List". To add a new favourite report, click "New Favourite Report" button located in the upper left of the screen.
  4. On the page that loads, add in the description of what you would like the shorcut to be called.
  5. Add in which user the favourite will be available for. This can be for all users or one specific user.
  6. Select which report will load when the favourite is selected.
  7. Once the report has been selected, you can specify various parameters that will apply when running the report. Those parameters will vary depending on which report is selected to be a favourite.
  8. When done, click the "Save" button located in the upper left-hand corner of the screen.