More about Favorites List in Sage Intacct

By | May 15, 2020

In previous blog, we saw how to build our Favorites list to work at an ease. As discussed earlier, we can favorite anything including menu items, reports, and dashboards; and can also reorder them. So, moving further on this topic, here we will see how to Favorite the reports that we use frequently.

For accessing your periodically used reports, you can add them to favorites.
Navigate to Reports > Reports Center > From the list of reports, star the ones you want to add to favorites. Different tabs (Memorized, Schedule, Custom, etc) show the list of different types of reports.

Add reports to Favorites
Add reports to Favorites

To view the favorite reports, navigate to Favorites tab on the left as seen in picture above. We can make these favorited reports appear in our Favorites list. For this, Go to the Reports menu and > click the star outline beside Favorited reports.

Select reports
Select reports

Now, the reports that you flagged as favorite can be accessed through the Favorites list.

View favorited reports
View favorited reports

To remove report from favorite list, Go to Favorited reports under Reports menu and undo the desired report. The report will no longer appear in your favorites.  This is how we can build up our Favorites list and customize the environment to match our needs; rather than browsing and searching the most-used items every single time.