top of page

How to Favourite Reports - My Reports

  • Oct 15, 2024
  • 1 min read

In UniPhi, you can save your most used reports to a favourites folder called "My Reports".


To save a report, open it and press the "Add to My Reports" button:


To access My Reports, the method depends on what UniPhi version you have.


For UniPhi 20 & Above:

Once you have saved a report, a new sub-nav will appear in the Reports module.

The My Reports sub-nav will list all the reports you have saved.



To remove a report from the list, press the bin icon on the right hand side of the report.




For UniPhi 19 & Below:

Go to the reporting module and press the filter icon:

Then press the toggle to "My Portfolio" and click "Apply"

You will now see the list of reports that you have saved.

Related Posts

See All
UniPhi for Outlook Error

This article is to troubleshoot the error message: "We could not sign you in to Outlook, please see the error: {"name":"API Not Supported","message":"The identity API is not supported for this add-in.

 
 
 
UniPhi License Level Breakdown

Team Member Team Members can only see the projects that they are allocated to. Within those projects, they can only see and create...

 
 
 

Comments


Subscribe to our UniPhi newsletter

Thanks for submitting!

  • Twitter
  • Youtube
  • Linkedin

© 2024 by UniPhi

bottom of page