Open topic with navigation

My Favorite Reports

Keystone allows you to create a list of your most frequently used reports so you can access them quickly and easily. Each separate Keystone user has his or her own My Favorites list that is unique to them.

To open your My Favorites report list

To open your My Favorites reports, you can either:

1. Open the Reports tab in the Keystone ribbon and click My Favorites.
2. Open the Reports screen and click My Favorites in the reports list.

To add a report to your My Favorites report list

1. Open the Reports screen.
2. Select the report you want to add from the Reports list.
3. Click the Add To My Favorites button in the upper-left corner of the Reports screen.
   This opens the Add To My Favorites window.
4. Modify the report name in the Report Description field and give it a name more meaningful to you if needed.
5. When you are satisfied with the Report Description, click the OK button.

To remove, reorder, or rename any of the reports on your My Favorites list

1. Open the Reports screen.
2. Click the Organize My Favorites button.
3. To remove a report, select the report by clicking on the record selector for that record and then pressing the Delete key.
4. To alphabetize the list, click the Alphabetize button.
5. To reposition the report in the list, select the report and click either the Move Up or Move Down button.