Report Favorites

Student Manager users can identify up to 10 reports as Favorites so they can be easily found and run.

Notes

• The Student Manager administrator can set favorite reports for users.
• User Report Favorites are set per user. Global Report Favorites can be accessed by all staff.
• Cashbox, Invoice, and Statistical reports cannot be set as Report Favorites.

Set User Favorite Report

1. Select Reports > Favorites or use the keyboard shortcut CTRL+F1 to open the Favorite Reports screen.
2. Click the Set Report button.
3. On the Favorite Report Chooser window, select the report area, sub area, name and query.

4. Click the Done button.
5. The report is added.

6. Repeat steps 2-4 to set more report favorites.
7. Click the Save button to save your report favorites.

Run Favorite Report

1. Select Reports > Favorites or use the keyboard shortcut CTRL+F1 to open the Favorite Reports screen.
2. Click the appropriate Run Report button:

1. Select any other report options on the Report Options screen (e.g. Include Canceled records, also output as, etc.), then click the OK button.
2. Enter the query value(s) then click the OK button.
3. The report now runs.

Change User Favorite Report

1. Select Reports > Favorites or use the keyboard shortcut CTRL+F1 to open the Favorite Reports screen.
2. Click the appropriate Set Report button.
3. Make the appropriate changes (e.g. change the report area, sub area, name and/or query).

4. Click the Done button.
5. Click the Save button to save your changes.

Delete User Favorite Report

1. Select Reports > Favorites or use the keyboard shortcut CTRL+F1 to open the Favorite Reports screen.
2. Click the appropriate Set Report button.
3. The Area value will be highlighted. Press the Delete key on your keyboard to clear the value.

4. Clearing the Area value will also clear the other fields:

5. Click the Done button.
6. Click the Save button to save your changes.

Global Reports

Global Report Favorites are reports that can be ran by all Student Manager users. *You can identify up to 10 reports as Global Favorites.

*Note: you must have level 5 access to set, change, or delete Global Favorite reports.

Set and run Global Reports from Reports > Global Favorites.