Use the Organize Favorite Report dialog box to select and set options for saving or modifying personal or role-based specific settings for favorites.
| Field | Description |
|---|
| Favorite Name
|
If you want to create a new favorite report, enter the name in this field. If you want to modify an existing favorite report, select it from the drop-down list for this field.
|
| Save as a personal favorite
|
You can save the report as a role-specific or personal favorite:
-
Role-Specific: To save a favorite report for use by anyone who shares your security role, clear the
Save as a personal favorite option and click
Save. Every
employee with your security role can then use the favorite.
-
Personal: To save a favorite report for your own use only, select
Save as a personal favorite and click
Save.
|
| Access to all roles
|
Select this option to save the report as a global favorite that is available to all Reporting users. Clear this option if you want to grant access to the favorite only to selected roles.
|
| Available Roles, Assigned Roles
|
To grant access to a favorite report based on
DPS security roles, move the roles from
Available Roles to
Assigned Roles. Only the
employees who are assigned one of the security roles in
Assigned Roles can use the favorite.
To move a role from
Available Roles to
Assigned Roles, click the role and click
Add.
To move a role
Assigned Roles back to
Available Roles, click the role and click
Remove.
If you click
Save without selecting any roles,
DPS automatically selects
Access to all roles when it saves the favorite.
|
| Buttons
|
Delete: Delete the favorite report specified in
Favorite Name.
Close: Close the dialog box without saving your entries.
|
