Favorite Reports

If there's a report that you run frequently, you can add it to your list of Favorites for easier access.

The Favorite Reports pane.

Add a Report to Your Favorites

To add a report to your Favorites, open the report that you want to add. In the report pane, right-click and select the Add To Favorite option from the menu. This will open the New Favorite Report screen.

favorite_reports0001

The New Report Screen.

Option	Description
Report Name:	The name of the report.
Report is Public:	Check to make the Favorite report public.
Print Automatic:	Check to automatically print the report.
Run Automatic on Day:	Numbered day of the month on which the report will run (e.g. entering '1' would run the report on the first day of every month).
Run Automatic on (Day of the Week):	The day of the week that the report will automatically run (e.g. selecting 'Monday' would run the report every Monday).

	Note:
CallData will use the printer that is set as your default printer in Windows when automatically printing reports.

Make a Report Public

If you want to share a report with other CallData users, simply left-click on an existing Favorite Report and select Make Report Public. This will allow other CallData users to view the report from their Favorite Reports pane.

	Note:
Even when a report is made public, only users with sufficient permissions will be able to run the report.

favorite_reports0003

	Note:
You must be the owner (the person who added the report to the favorites list) of a report to make a report public or private.

Making a Report Private

You can also make a report Private and available only to you.

favorite_reports0004

Removing a Report

To remove a report from your favorites list, right click on the report and select Delete Favorite Report from the menu. A window will pop-up asking you to verify that you want to remove the report. Click Yes to delete it or No to cancel and leave the report in your Favorites list.

favorite_reports0005

favorite_reports0006

	Note:
Deleting a report from your Favorites list will not delete the report from CallData entirely. The report will still be accessible from the Reports menu to those with sufficient permissions .

Editing Favorite Report Settings

To change the settings of a Favorite Report, right click on the desired report and select Properties from the menu.

favorite_reports0007

This will open the Favorite Report Properties screen. See the Add a Report to Your Favorites section for more information about these settings

The Favorite Report Properties screen.

Changing the View

In the Favorite Reports pane you can also change the way your reports are displayed. Clicking the Change View Style button on the Favorite Reports toolbar will toggle between Icon View & List View styles.

The Favorite Reports toolbar with the Change view Style button selected.

The Favorite Reports pane - icon view.

The Favorite Reports pane - list view.