Overview

Users can favorite reports within the system by clicking the Star icon on the Report screens.

Star Icon

Starred Reports will appear in the Tab section on the user's Home screen, next to the My Tasks tab. The system uses the Report's name as the name of the Tab on the Home screen.

Starred Report Tab

Once a Starred report is opened, the report data is not updated. The data represents a snapshot of the report data. Click the Refresh icon to update the report data on the open report.

Refresh Icon

Related Information/Setup

Please follow the link below for more information regarding the Navigation Bar.

• User Interface

Please follow the link below for more information regarding the My Tasks section.

• My Tasks

Please follow the link below for more information on refreshing report data.

• Loading & Caching Reports

Navigation

The Report types and Tab Labels will vary depending on the App you are currently logged into, and they may not reflect the exact Report types and Tab Labels reflected on your screen. For illustration purposes, we are using the Risk Management App. However, the navigation and functionality are the same for all Resolver Applications.

1. From the Home screen, click on the Home dropdown.

Home Dropdown

2. Click the Reports link from the Home dropdown menu.

Reports Link

3. From the Reports screen, navigate to the type of Report you want to add to your Home screen by clicking the corresponding tab.

Reports Tab

4. From the Select Reports screen, click the report you want to add to your Home screen.

Report Name Link

Adding a Report to the Home Screen

Data Grids and Data Analytic reports cannot be added to the Home screen.

Adding a Repeatable Form report to the Home screen can cause performance issues, depending on the amount of data within the report.

1. From the Report, click the Star Icon.

Star Icon

2. From the Add Report To Home pop-up, select the +Add To Home link.

+Add To Home Link

3. The Add Report To Home pop-up will close, and the Star icon will appear solid, indicating that the report has been added to the user's Home screen.

Star Icon

Setting a Report as Your Home Screen

Before you can set a Report as your Home screen (landing page), you need to first add the Report to the Home screen.

1. From the Report, click the Star icon.

Star Icon

2. Click the Make this report your landing page checkbox.

Make This Report Your Landing Page Checkbox

3. When selected, the Make this report your landing page checkbox outline will change color from light gray to blue, indicating that the report is selected to be the new Home screen (landing page).

Make This Report Your Landing Page Checkbox - Selected (blue)