Report Favorites in Backoffice

Beginning with v6.2, all reports have a Save As Favorite button.  After making your selections for report parameters on the Who/What/When/Where tabs, click Save As Favorite.  You are prompted to enter the Name of your favorite and a description.

You access your saved favorites from the Favorites option on the Reports menu.  To run a favorite report, simply click the green arrow next to the appropriate favorite name.

You can edit your favorite by clicking the Pencil icon.  During an edit, you can change the report favorite name, description and the report parameters.  You can also use the Browse icon to review the report parameters while ensuring that you make no changes to them.  Also, to make it easy for you to manage all of the favorites you create, we’re keeping track of the number of times you run a favorite and the last run date. Both of these values are displayed on the report favorite grid in sortable columns. You can sort and search these columns to easily find the favorites you run the most or the ones you haven’t used in a while.

Dates in Report Favorites

When creating a favorite you should select a standard report period from the period drop-down list on the Where tab, instead of using a custom period with hard-coded dates.  Using one of the standard report periods instead of a custom hard-coded date should eliminate the need for you to edit the report favorite before each run to change the date.

For instance, if you run an employee exception report each month to show exceptions for the current month, you can create a report favorite that uses the standard period: To End of this Month.   Then every time the favorite is run the system automatically generates the report out to the end of the current month.

There are a number of standard periods provided to give you maximum flexibility.

Duncan Welder IV

Director of Client Services RISC, Inc

Mr. Welder holds a Master’s of Education from Texas A&M University in Educational Technology and has more than 25 years experience in implementation of Learning Management Systems, both domestically and abroad. Mr. Welder has been recognized for his application of Learning Management Systems to manage regulatory-compliance in industries ranging from petrochemicals to finance and has provided presentations to professional organizations including the Gulf Coast Process Technology Alliance, the Northwest Process Technology Alliance and the American Society of Training and Development.
Mr. Welder’s career is founded in traditional instructional design and computer-based training development. He is a certified Development Dimensions International facilitator, a Kirkpatrick Certified Evaluator and facilitator of the Ohio State University curriculum development program. In addition to working in industry, Mr. Welder has held adjunct faculty positions at Bowling Green State University, Ohio and the College of the Mainland, Texas. Mr. Welder has been published in both Training Magazine as well as US Business Review.