Transform

Add a Report to the Report Quick List

Users can add and remove reports on their own customized Report Quick List following one of the methods in this topic.

To add a report to the Report Quick List via the All Business Reports page in Transform:

  1. Select My Reports > All Reports in the Navigation pane.
  2. Click the All Reports icon or the Actionable Reports icon for the object.

    NOTE: All reports that the user is assigned to display in PRIORITY sort order with Critical being at the top.

  3. Select the report to add to the Report Quick List.
  4. Click the Publish Selected to Quick List (the + sign) icon in the Page toolbar.
  5. Select My Reports > Report Quick List in the Navigation pane; the report displays in the list.

NOTE: Click the Remove Selected from Quick List icon to remove a report from that page for the current user.