Do you have a set of reports that you access frequently? Are only a few (or none) of them available on app or table Home pages? Then Favorites are for you.
What’s the easiest way to access your regularly used table reports? When in need of quick access to these reports you can rely on the Favorites capability. It provides app-level easy access to reports which are now just a click away.
When you display a report, the Favorite command is available so you can add favorite reports to the list. These favorites are yours, and they are app-specific. Other users will have a different list of favorites, and your list of favorites will be different for each app.
You can mark up to 50 reports as favorites where - per app. If you have 50 favorite reports, you will need to remove a report from the list of favorites before adding a new favorite report.
How to mark reports as favorite?
To add a new favorite report:
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Click Add to favorites on the More menu. Reports marked as favorites appear in the Favorites dropdown on the Global bar. The new favorite appears at the top of the list of favorite reports.
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Click Favorites in the Global bar.
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Display recently-visited reports by clicking Recently visited in this app in the Favorites menu.
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Click the star outline next to a recently-visited report.
You can mark up to 50 reports as favorites. If you have 50 favorite reports, you will need to remove a report from the list of favorites before adding a new favorite report.
I'm looking at a report, and I don't see the Favorite command. Why not?
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If you've searched for data in a table, the results of that search aren't treated as a report until you save them, so the Favorite command won't appear.
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If you have modified the report and not saved it, the Favorite command is disabled.
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Reports shown on table Home pages do not cause the Favorite command to appear.
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Multiple reports are often shown on app Home pages; display the individual report using the Full Report link to favorite it.
To open a favorite report:
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Click Add to favorites on the More menu.
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Find the report in the list of My favorite reports in this app and click it to open it in the current window.
To rearrange favorites:
Every time you add a favorite report, it is added to the top of the list on the Favorites dropdown. Since you can add up to 50 favorite reports, you may want to rearrange the list to put the reports you use most often nearer the top. You can rearrange the list of favorites by dragging and dropping in the list.
To remove a report from the list of favorites:
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Click Remove from favorites on the More menu.
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Find the report, and deselect it. The report remains on the list until you close the Favorites dropdown (in case you deselected the wrong report by mistake).
Other actions in Quickbase may remove a report from your list of favorites:
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If someone deletes the report
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If an app admin deletes the table that the report is part of
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If an app admin removes your access to the table that the report is part of