MyFavorites in MyReports– Job Aid
MYR-201d
What is MyFavorites?
 The MyFavorites functionality allows you to save and retreive frequently used filter criteria.
 Use of MyFavorites is optional.
MyFavorites and the Reports Filter Page
 MyFavorites appears in two locations on most filter pages
1. Select from MyFavorites, located at the upper left of the Chartstring Filters section, and
2. Save As MyFavorite, located at the left of the Report Output Selection.
Saving to MyFavorites
 The Save to MyFavorites dialog displays:
 Enter the filter criteria you want to make a favorite. For
more detailed information see the job aid MYR 201b
“Filtering and Running Reports in MyReports” and the
specific job aid for the report you are saving.
 Select the Save As MyFavorite link.
 Give the favorite a name that describes the report and filter
criteria so that it is easily recognizable.
 Click the Save button.
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MyFavorites in MyReports– Job Aid
MYR-201d
Using a Saved MyFavorite to Populate the Filter Page
Helpful Hints
 To use a saved favorite, click the Select from
MyFavorites link from the upper left-hand corner of the
Chartstring Filters as shown:
 MyFavorites should be reserved for frequently used
combinations of filter criteria. In some cases, it may be
more efficient to save a smaller number of criteria as a
favorite, and then add more filter criteria each time the
report is run.
 Favorites are saved for an individual user.
 The Choose Favorite pop-up box will display.
 Select the favorite name you want to use from the
Choose Favorite list box and click the Add button. The
filters will then be populated with your saved criteria.
 Add any additional filter criteria and/or edit the populated
filter criteria as needed prior to running the report.
The Manage MyFavorites Tab
 From this tab you can:
1. View a list of your saved favorites.
2. Print a list of your saved favorites.
3. Delete a saved favorite.
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