Create, Save, Share & Schedule your Own Favourites

 

Creating Favourites Focused on what is Important to you 

The Default Favourite reports are there just to get you started. Most run over the full Financial year and across all Customers, Items, Jobs etc.

To get the best value from BI4Cloud we recommend you:

  • Edit dimensions such as Date Range or add a Filter by Location, Salesperson, Product Group etc 
  • Save as a new Favourite (in the Professional & Enterprise versions only)
  • Share the Favourite with other Users
  • Schedule it to Auto email to save time if you plan to run the same report often (in the Enterprise version only)

Save a New Favourite - (Professional & Enterprise versions only)

Save_a_New_Favourite.png

 

  1. Name your Favourite
    - Numbering your reports will put them in Order at the top of the Favourites list
  2. Schedule Email - (Enterprise Version Only)
    - Daily
    - Weekly or
    - Monthly
  3. Send to Any Email addresses
    - to any email address 
    - for multiple email addresses separate each with a comma
  4. Choose Attachment Format
    - PDF
    - Excel
    - CSV
  5. Share with Other BI Users - (Multi user Version only)
    - Other users will see this Favourite when they login BUT they cannot Delete or Edit
    - To learn how to add Add Users - Click here
  6. Put into a Category (Folder)
    - Makes it easier to find in the List of Favourites

Save_Favourites.png

Hide the Default Favourites

Now you have created your own Favourites why not hide the Default ones?

Click here  to Learn how to Hide Shared and Default Favourites

 

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