Favourite Reports

The Favourites tab can be accessed from the Reports & Mail Merge option. This is where you can store frequently used reports like below.

To add a new report to the Favourites section, simply click the ‘Add to Favourites’ button when in the Reports Wizard. 

You now have a few options:

Report Name: Define how you wish the report to be named in the Favourites tab
Category: This is particularly useful if you have several Favourites reports. Split the reports under different categories such as ‘Accounts Reports’ and ‘Client Reports’.
Available to: Here you can restrict who your Favourites report will be available to access in PPS. You can even define a certain group of people in PPS such as the Admin Team. 
Help Text: This section allows you to add a definition of the report which will be displayed when you have highlighted the report in the Favourites tab. 
Order: Organise your reports in a certain order by adding a number here. 


Related Articles
Excel Output
Viewed 1499 times since Tue, Oct 5, 2010
Custom Forms Reports
Viewed 804 times since Wed, Oct 24, 2012
[Video] Using PPS Support Live Chat
Viewed 462 times since Fri, Apr 26, 2013
Accounts Report
Viewed 703 times since Tue, Oct 5, 2010
Report Database Updates
Viewed 626 times since Wed, Nov 28, 2012
Report Output
Viewed 707 times since Tue, Oct 5, 2010
Activities Report
Viewed 671 times since Tue, Oct 5, 2010
Client List Report
Viewed 958 times since Tue, Oct 5, 2010
Appointments Reports
Viewed 1083 times since Fri, Dec 28, 2012
Clinical Notes Report
Viewed 809 times since Tue, Oct 5, 2010