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Select your Favourite Reports

Created on  | Last modified on 

Summary

How to add reports you use often to the Favourites tab in Sage Accounting.

Description

If there are certain reports that you run regularly, to save time you can add them to Favourites.

Resolution

To add a report to the Favourites tab

  1. Go to Reporting and select More. 
  2. Locate the report.
  3. Select the star Image next to each report you want to add to Favourites.

TIP:

When you add a report to favourites, the star appears full green Image.


To access the Favourites tab

  1. Go to Reporting and click More.
  2. Select the Favourites tab at the top of the list.
  3. Choose the report you want to run.

To remove a report from Favourites

  1. Go to Reporting and click More.
  2. Locate the report.
  3. Select the star Image next to the report you want to remove from Favourites.

     

     

TIP:

When you remove the reports from Favourites, it removes the green fill from the star Image.