Matrix for Media

Monarch - How To Save a Report as a Favorite

The need may arise that 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:

  1. Configure and run the report you want to save as a favorite.
  2. Once the report has run, there is the Favorite icon that will allow you to click on the Star icon to save the report.
  3. After clicking, you will be prompted to save the report as a New Favorite or to Overwrite an Existing Favorite. 
  4. Enter a name for the report and a description or choose the report to overwrite.
  • If you would like this report emailed to you on a regular bases, select Yes, then enter your time frame and which format.
  • 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 set a Specific Time Frame) If so, please review the following for a better understanding on 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, 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.                     

        5. Click Save.

The report will now be visible in the My Favorites section of the report menu.

Did you find it helpful? Yes No