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Training Tidbit: How do I set a report as a favorite?

Did you know users can define reports as their favorites?  Favorite reports then display in a Favorites grouping under the Reports menu on the main screen for the applicable module.

To define reports as favorites, complete the following:

  1. Select the User Controls button on the main School Accounting System screen, and then select User Options.
  2. In the Favorite Reports List which appears on the bottom of the screen, select the reports to have displayed in the Favorites grouping for the user by clicking the box under the Selected column to the left of the desired report.  A checkmark will appear in the box if the report is selected.
  3. If applicable, the default report selection can be set for the favorite report in the Report Selection Description field (column) by clicking the down-arrow button and selecting the desired one.
  4. Click the Save button.
  5. The Favorites grouping will now appear under the Reports menus for the applicable modules.

Note:  A report can also be set as a favorite by clicking the Favorite Reports button when generating a report.  Once a report has been set as a favorite, the Favorite Reports button will appear yellow to indicate the report is a favorite.