Favorites put the reports you use most at the top of the reports page, so you don't have to look for them.
How it works
Each report card on the Sales Reports and Inventory Reports pages has a star. Click the star and the report shows in a Favorites section at the top of that page. Your favorites are saved to your own login, so every user has their own list.
Add a report to Favorites
To add a favorite:
Click Reports in the main menu, then click Sales or Inventory.
Find the report card you want.
Click the star on the right side of the card. The star fills in.
The report now shows under Favorites at the top of the page. Click the card to open the report.
Remove a report from Favorites
To remove a favorite:
Find the report in its usual section on the page, not in Favorites. The cards under Favorites have no star.
Click the filled star. The report leaves Favorites.
Things to know
The Sales Reports page and the Inventory Reports page each have their own Favorites. A sales report you star shows on the Sales Reports page only.
The Favorites section only shows when you have at least 1 favorite on that page.
New users start with 2 favorites: Standard P&L Report and Comparison P&L Report.
On the Inventory Reports page, a favorite you no longer have permission to open doesn't show.
Clicking the star doesn't open the report. Clicking anywhere else on the card does.
Frequently asked questions
Why can't I unstar a report in the Favorites section?
Cards under Favorites have no star. Find the same report in its usual section on the page and click its star there.
Do other users on my account see my favorites?
No. Favorites are saved to your login, so each user picks their own.
Why don't I see a Favorites section?
You haven't starred any report on that page yet. Click a star on any report card and the section shows up.
Do my favorites follow me if I switch to another account?
Yes, your starred reports are saved to your login. A favorite only shows in an account that has that report.