This article is about how to “favorite” or save/bookmark your commonly used reports. 

This is a super quick article because it is actually super easy! But it is a great way to find the reports you use over and over again without having to go searching for them.

*Helpful Reminder: If you are having trouble seeing the screenshots in any of these articles click directly on the image to enlarge the picture for more clarity! 

First you want to open the report you LOVE in the "Reports" module in Sugar. Then you just click the little star next to the report title. The star will turn yellow when it is selected.

Now you will see the report you "favorited" whenever you click on the little arrow next to reports, and you can click on it from there to open it.  You can also create a list of all of your "favorited" reports right on your dashboard--learn How to add a Favorite Report Dashlet. 

You can also click the little star again to "unfavorite" it (star will turn back to grey), if you need to change things up in the future.


That’s it!