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Introducing Quest Reporter : Creating Custom Report Templates and Favorites : Using Favorites for Frequent Reporting : Creating and Modifying Favorites
Creating and Modifying Favorites
You can create a favorite in any of the following ways:
•
Save the output to screen as a favorite.
•
Create a new favorite using an existing report template.
•
Copy an existing favorite and rename it.
You can modify a favorite at any time by changing its attributes and filters.
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To remove a favorite, right-click the report template in the console and select Delete.
To save a generated report as a favorite
1.
Run the report template you want to save as a favorite.
2.
In the print preview pane, click Save.
3.
Select Favorite and click OK.
To create a new favorite
1.
In the treeview of the Reporter console, expand Reporting.
2.
Right-click Favorites | New | Favorite.
3.
Select a report template, then click Add.
4.
Click OK.
A Properties dialog box opens for the report template you selected. For more information on report properties, see Creating Custom Report Templates.
5.
Change the report properties if required, then click OK.
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If you change the name of the report template, the name should not exceed 100 characters.
To copy an existing favorite and rename it
1.
In the treeview of the Reporter console, expand Reporting.
2.
Right-click Favorites and select Manage to open Windows Explorer.
3.
Right-click the favorite you want to copy and select Copy.
4.
Right-click in the Explorer window and select Paste.
5.
Right-click the copy of the report template and select Rename.
6.
Type in the new report name.
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The name of the favorite should not exceed 100 characters.
7.
Close the Explorer window.
The new favorite should appear when you select the Favorites node in the Report console. If necessary, press F5 to refresh the view.
To modify a favorite
1.
In the treeview of the Reporter console, select Reporting | Favorites.
2.
Right-click the report template you want in the upper-right pane and select Properties.
In the Properties dialog box you can change the report template name, description, and grouping, modify the options for attributes, filtering, collection, and output, and add or remove objects.
The Attribute and Filter tabs allow you to modify favorites by adding or removing attributes, and by filtering data to meet specific criteria.
3.
Select the appropriate tab and make the desired modifications.
4.
Click OK when you have completed your modifications.