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 'Copy shortcut' OR
  • Right-click on the chosen report, select 'Organize' > 'Create shortcut'

 

• Click on the 'My Favorites' folder to expand it, then
  • Click again on 'Organize' > 'Paste shortcut' OR
  • Right-click on expanded 'My Favorites', then click on 'Organize' > 'Paste shortcut'.

 

This creates a shortcut to your chosen corporate report. 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.

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”!