Creating a shortcut:

• Select the corporate report that you need the shortcut for (Do not double-click or open the report!)
• Click on the Organize drop-down and
  • Select Create Shortcut in My Favorites

  OR

  • Right-click on the chosen report, select Organize > Create Shortcut in My Favorites

This creates a shortcut to your chosen corporate report in your own My Favorites folder. The benefits of a shortcut over copying the report are the following:

• You will always have easy access the most up-do-date corporate report including any modifications / updates to the query.
• The query / report that you use will be always be correct in syntax, etc.
• BEST PRACTICE: Create shortcuts rather than copying reports unless you then make significant modifications to the query/report that you need to save.

HINTS:

• Organize your shortcuts into personal folders according to how you will use them.
• Paste the shortcuts into any folder within My Favorites that you prefer.
• Rename the shortcuts so that the titles are more helpful and don't all start with “Shortcut”!