The need may arise if you would like to save a Favorite Report so that you do not need to rebuild the report each time you want to run the report. To save a report as a Favorite, please follow the below steps:
1. Navigate to Reports and click Shared With Me, Revenue, Forecast & Deals, Activities or Misc tab.
2. Click on the report name that you wish to save as Favorite.
3. Once the report is loaded, please set up the report configuration such as hierarchy and time frame. Then click Run button. Note that you can skip this step, if you are working with the shared report or please view this article for how to save a shared report as favorite.
4. After the report is run, click the Star icon on the report.
5. After clicking the Star icon, you will be prompted to save the report as a New Favorite or to Overwrite an Existing Favorite. 
6. Enter a name for the report and a description or choose the report to overwrite. Also, fill out the below information
- Do you want this report emailed to you on a regular basis? If you would like this report emailed to you on a regular base, select Yes, then enter your time frame and format.
- Display as a Data Card for my Home Page: If you would like to display this report as a Data Card on your Home Page, select Yes. You will then be able to choose this report as one of your Data Cards from your Home Page.
- Do you want to automatically roll the time frame of the report each month? (This option only shows if you Specific Months... for the Time Frame) If so, please review the following for a better understanding of how this works.
- If your report uses 'Specific Months' as the timeframe, this option will roll the month at the beginning of each new month. For example, if you created a report in October with the specific date time frame of November, when November 1st comes around the report will automatically roll to December.
- Another example is when you create a specific time frame of multiple months, when the next month rolls around, the oldest month will drop off and the new month will be added.
- Do you want to automatically roll the pacing date daily? (This option only shows if you run a Pacing Report)
- When using specific dates on the Pacing report for the 'Change Since' and 'Pacing Date', the dates will roll by 1 day, every day so for example you can set a change since two weeks ago if you desire.
- Do you want to automatically roll the Forecast as of date daily? (This option only shows if you run a Forecast Change Report)
- This will roll the 'Forecast as of' date by 1 day, every day so you can set this date for 2 or more weeks ago if you desire.
7. Click Save. After clicking Save button, the report will now be visible in Reports -> My Favorites section of the report menu.
