User Guide › Reports › Saved Reports › Shortcuts › Creating a Shortcut

Creating a Shortcut

To create a shortcut

1. In Reports, click Favorites.

   The Favorites page opens.

2. In the Reports search results grid, click on the line of the report for which you want to create a shortcut and then click Create Shortcut.

   -OR-

   Right-click on the line of the report for which you want to create a shortcut and select Shortcut.

   The Shortcut Details page opens.

3. Fill in the shortcut details.
   • In Name: Type the name of the shortcut
   • In Description: [optional] Type a description of the report
   • Target: Use the browse button to locate the report for which you want to create a shortcut
   • Owner: Select the owner of the shortcut
4. Click Save.

   A shortcut to the report is created in the target folder

   -OR-

   You can create multiple shortcuts simultaneously by selecting each of the reports and clicking Create Shortcut.