Report Favorites

Report Favorites

Report Favorites 

This allows you to easily access reports that you've marked as favorites. When you mark a report as a favorite, it gets added to this section for quick retrieval. This feature is particularly useful for frequently accessed reports, saving you time by eliminating the need to search for them each time. Each report screen has the "Manage Favorites" button to save the configured report as a favorite. You can manage all your favorite reports from any of the report screens by using the same button.  

Reaching "Report Favorites" 

To reach "Report Favorites" in Control Center, perform the following:  
  1. Step 1: Log into Control Center 
  2. Step 2: Choose Loyalty 
  3. Step 3: Choose Reports 
  4. Step 4: Choose Report Favorites 

 

   Figure 1.0

 
Once you reach "Report Favorites," the list of reports marked as favorites will be displayed.  


                                                                                                                                                                                                                              Figure 1.1
Fields: 
  1. Name: This column will display the name you choose to save the report as. 
  2. Report Name: Here, the actual report name that you saved as a favorite for easier access is mentioned. 
  3. Type: The type is predefined in the column for the report, depending upon the module it falls into. The type would be different for Loyalty and Signage reports. 
  4. Created: This column will display the date when the particular favorite was created. 
  5. Actions: There are two actions that help you manage favorites: Remove or View Report. 
    1. View: Click on the View button, and you will be directed to the main reports page. 
    2. Remove: Click on the Remove button to delete your favorite report. 

Saving a Report as a Favorite  

  1. Navigate to the report you wish to save as a favorite, such as a Campaign Report, Item Report, or Customer Report. 
  2. Configure a report as per your requirements using the filter options. 

                                                                   Figure 1.2
  1. Click on the "Manage Favorites" button. 
  2. You can search for the report that you wish to add as a favorite by clicking on the "Search" button. 


                                                                  Figure 1.3 
  1. Select the report from the search results.  
  2. If you wish to save any generated report as a new favorite, click on "Save as New Favorite." 

 

 Figure 1.4

  1. Enter the name of the report that you wish to save as a favorite. 
  2. Click on "OK" to save and continue.