How to Add a Report to Favourites

This article provides a step-by-step guide on adding reports to your favorites list within the Reports module for easier access and usability.

You may refer to this video for a visual guide on How to Add a Report to Your Favorites and What It Means: 

https://www.youtube.com/watch?v=zvskt6PoxO0.

Step 1: Access the Reports Section

1. Open the left navigation menu.

2. Select the Reports menu option.

3. Click All Reports.
   
    

• Note: An Admin Security Code is required to access this module.
  
  

                        Once inside the Reports module, you’ll see a list of all available reports.

Step 2: Add a Report to Favorites

1. Locate the Star icon to the right of the report you wish to add to your favorites.

2. Click the Star icon to mark the report as a favorite.
   
   

                The report is now available under the Favorites tab for easier access.

Step 3: Access Your Favorite Reports

1. Go to the Reports menu in the navigation menu.

2. In addition to the All Reports button, you’ll see your favorite reports listed for quick access.
   
    
   
   
   

Step 4: Add Favorites to the Action Strip

• You can also add favored reports to the Action Strip on your dashboard.

• For more details on using the Action Strip, refer to our Action Strip Article. 

Troubleshooting

If you experience issues adding reports to favorites, contact Flawless POS support for assistance.