Favourite reports and column selection
Star useful reports for quick access and choose which report columns to display and export.
What it is
Favorites keeps useful reports together in the report menu. Column controls let you hide optional columns and change the order in supported result tables. Your favourites are personal; the persistent default column layout for a website is managed by Powerfront.
Who uses it and why
- Operators keep frequently used reports easy to find.
- Supervisors arrange report columns around the measures they review.
- Administrators ask Powerfront to set consistent website report layouts where needed.
Where to find it
Open Reports › Report Menu. Select the star beside a report, then use Favorites to show starred reports.
Within a supported report result, open the column menu beside the table controls to choose visible columns. Some tables also let you drag column headers to reorder them.
How it works
- Select a report's empty star to add it to Favorites. Select the filled star to remove it.
- INSIDE saves the changed favourite list automatically. You can reorder favourites using the drag handles shown in the list.
- Open a report and run it with the filters you need.
- Open the column menu and select or clear optional columns.
- Drag headers where the table supports reordering, then use Share Report if you need the selected layout in a download.
INSIDE loads your saved favourite list first. If you have no personal list, it can use a website-provided list as a starting point.
For columns, the report's website default supplies the initial layout. Temporary choices in the open reporting workspace can take precedence. Mandatory columns stay visible.
Configure it
With the Reports role, you can change your own favourite list and temporary column display in Reports.
Ask Powerfront to save a shared column layout or reset it. The Powerfront actions are labelled Set as Company's Default View and Reset to Default, but the saved layout applies to that report for the selected website. It is not your personal saved filter set.
Permissions
| Permission | Lets you |
|---|---|
| Reports | Open reports, choose favourites and adjust available report columns. |
Limits and good to know
- A favourite is a shortcut to a report. It does not save a date range, filter set or comparison period.
- Hiding a column changes presentation, not which records match the report filters.
- Mandatory columns cannot be hidden through the column menu.
- Column selection and reordering depend on the report's table type.
- Header tooltips, detail links and conditional colours are supplied by the report. This workspace does not provide a general rule editor for those styles.
- Shared defaults can affect other people opening the same website's report.
Depends on and works with
View all connections as a list
This feature uses
- Roles and permissionsConfigured by
The Reports role controls workspace access; Powerfront manages shared column defaults.
- Website, channel and subsite accessConfigured by
Website access is checked when loading or saving reporting preferences.
- Report selection and filtersRequires
Provides the report list and result tables.
- Reports data and metric definitionsRelated
Metric definitions help explain the measures selected for display in report columns.
- Report downloads and email sharingEnhances
Exports use the selected report columns and order.
Used by
- Report selection and filtersEnhances
Favourites and column choices help you return to useful views.
- Report downloads and email sharingConfigured by
Selected columns and their order are supplied to the export.
FAQ and troubleshooting
Why are my favourites different from a colleague's?
INSIDE saves favourites for each operator. A website list is only a fallback when there is no personal list.
Why did opening a favourite not restore yesterday's filters?
Favourites store report shortcuts. Select the dates and filters you need after opening the report.
Why can I not hide a particular column?
The report marks some columns as mandatory so essential identifying information stays visible.
Why did my column layout change when I reopened the report?
Your temporary display choices may no longer apply, or the website default may have changed. Ask Powerfront if you need a persistent shared layout.