Creating a Favorite

Share on facebook
Share on twitter
Share on linkedin

Creating a favorite

If you find that you are running the same report multiple times – especially if you want to change the layout or add calculated fields or conditional formatting – a favorite is exactly what you need.

Favorites allow you to save parameter values and layout changes (rearrangements, calculated fields, conditional formatting, etc.), so you can easily re-run a report at any time, just the way you want it.

Each report can have its own set of favorites, as many as you need.

When creating favorite, you choose to save parameter-values only, layout changes only, or both. (If the report doesn’t use parameters, the option to save parameters won’t apply.) Even if you choose to save parameter values, it’s easy to run your layout but with different parameter values.

Note: After creating a favorite, you can update it at any time, including both changes to the saved settings or the layout. For more information, see Updating an Existing Favorite.

A Favorite is based on a report as it’s shown in the result area. If you don’t have a report result selected, you won’t be able to save a Favorite.

1). If necessary, run the report for which you want to save a Favorite. In this example we have already run the “GL Transactions Open” report.

2). Make whatever layout changes you desire – rearrange rows and/or columns, add calculated fields, conditional formatting, etc. (If you only want to save parameter values, you don’t have to make any layout changes at all.)

3). At the top of the application, in the report’s Ribbon, click the Save Favorite

Save favorite icon

4). A dialog box appears, allowing you to specify the favorite’s details. The title of the dialog box will match the name of the report you’re working in.

5). Specify the new favorite’s details.

 

a. In the name text box, provide a name for the favorite. This name will appear on the favorite menu for the report.
b. (optional) In the Description text box, add a detailed description of the favorite. When specified, this text will appear when the favorite is hovered over on the favorite menu, as shown below. You can also search within your favorites based on the description.
c. (optional) Adjust the Advanced Options. These options provide you with more control over the favorite’s customization.
d. For more information, see Using the Favorites Advanced Options.

Click Save. The favorite is created and is now available from the report’s favourite menu.

Start your free 14-day trial

Try Mercury on a fully-functional 14-day trial. Download and install to use with your own data or try Mercury in a remote desktop session using our demo data. 

Try Mercury For Free

  • Download & Install

    Download and install a fully-functional 14-day trial; use it with your own data. (We can help you install and configure).

    System Requirements




  • Over the Internet

    Try PivotViews in a remote desktop session using our demo data; no installation required.

    System Requirements

    None! (Well, you do need a PC that can run Microsoft’s remote-desktop protocol, which includes practically any Windows PC.)