What are the "Network Favorites" and "Report Favorites" tabs?

As a user, you can create your own personal lists of favorite reports. Similarly, system administrators can create lists of favorite reports that apply to the WebCATS community as a whole. Stored under the “Network Favorites” tab in WebCATS' report module (and created from the "Report Favorites" global configuration tab in WinCATS), these lists are available to and, generally speaking, useful to, all WebCATS users within your program. An administrator can create a list of favorite network reports for each record type as well as for the activity history lists that display for an open client or counselor record. For example, one list would consist of all favorite client reports while another list consists of all favorite counseling session reports.

The list of reports that display under the “Network Favorites” tab is configured in WinCATS’ global configuration settings, accessible by system administrators only. If an administrator hasn’t configured a list of favorite network reports for a particular record type (or activity history list type), then the “Network Favorites” tab does not display at all when you go to run reports on that record type.

To create a list of network-favorite-reports, perform the following steps:

1. In WinCATS, select File|Global Configuration and open the “Report Favorites” tab.
2. From the Form field’s drop-down menu, choose the record type that you are customizing the list of favorite reports for. Note: The “mixed client/counselor activity” option available under this drop-down applies to the reports available for the activity history lists that display when individual client or counselor records are open.
3. Click the Customize button to view all reports (built-in and custom alike) for that record type (or activity history list type) that are available for selection, as shown in the next graphic. Simply select or deselect the check box to the right of the report to add or remove it from the list of favorite network reports.
   
   
   
   
4. Click the Close button and save changes to post the new or edited list of favorite network reports to WebCATS.
   
   
   

Want more? Browse our extensive list of WebCATS FAQs.

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