Add to Favourites - Select Employee

Last modified

CCH Reporting allows you to add or remove a report from Favourites for other employees.

Add report to Favourites for other employees

To add a report to ‘My favourites’ for other employees, right click on the report name and select Add to Favourites - Select Employee.    

AddToFavourites_SelectEmployee.png

The Find Employees window opens and one or multiple employees can be selected to add the report to their Favourites list.

FindEmployees.PNG

The report is available within the Favourites > My favourites Category for the selected employees.

The following message is returned when selecting the Cancel or Close buttons within the Find Employees window:

MissingData.PNG

Anyone with the permission #can add other people’s favourites set to allow is able to see the Add to Favourites – Select Employee option.

Remove report from Favourites for other employees

To remove a report from Favourites for other employee, select Favourites  > Reports  > Organise Favourites.

The Organise Report Favourites window opens:

SelectEmployee.png

Click Select Employee. The Find Employees dialog opens:

FindEmployee.PNG

When an employee has been selected the favourites list will be returned and reports can be removed from Favourites.

Any user with the permission #can remove other people’s favourites set to allow is able to see the Select Employee option.

Page statistics
236 view(s) and 10 edit(s)
Social share
Share this page?

Tags

This page has no custom tags.
(not set)

Comments

Attachments

 

 | Cookie Policy | Copyright | Privacy Policy Terms of Use | Contact Us |