How do I create a list of favorite reports?

WebCATS offers more than 100 built-in reports and an unlimited number of custom reports, but it’s unlikely that you’ll ever run all of the reports available to you—or even most of them. What is likely, however, is that you run a small number of reports on a regular basis. For quick and easy access to those reports that you do run frequently, you can create a list of favorite reports for each record type as well as for the activity history lists that display for an open client, counselor, or contact record. For example, one list would consist of all favorite client reports while another list consists of all favorite counseling session reports.

These lists of favorites are tied to your WebCATS user account so, regardless of the computer that you log into WebCATS from, your favorites are always shown.

To create a list of favorite reports:

Select View|<desired record type> and from the summary record listing, click the Report button. Or, if you’re creating a list of favorite reports for a client, counselor, or contact record activity history list, open the appropriate record and from the top of the record’s activity history list, click the Report button.
Open the “My Favorites” tab and double-click the “-- Favorite Reports --" listing, as shown in the next graphic.
WebCATS opens the Select Favorite Reports window, where all reports (built-in and custom alike) for that record type (or activity history list type) are displayed and available for selection as a favorite report, as shown in the next graphic. Either double-click a report to designate it as a favorite or highlight it and click the right arrow. You can highlight multiple reports at once by holding down the ALT key on your keyboard.
After moving all favorite reports to the box on the right, click the Update button to save these reports under the “My Favorites” tab.

Note: In the future, you can edit any favorite report list by double-clicking the ever-present “-- Favorite Reports --" listing, as described in step 2 above.

Want more? Browse our extensive list of WebCATS FAQs.