Answer:
Many users have reports that they utilize on a regular basis, be it daily, weekly or monthly. Rather than navigate through the toolbar to find these reports, you can add them to your Process Manager to access a particular report directly.
To use this function, from the toolbar navigate to View and confirm that there is a checkmark next to Navigator and Process Manager:
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Once these options have been confirmed, expand the Accounting banner and select Report Manager:
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Select a Report Category, for instance if you commonly go to a specific Statement of Revenues & Expenditures, select Financial Statements:
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When Financial Statements is selected, from the Process Manager on the right hand side of your window, select the Reports tab:
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For the report you wish to add to your Favorites, you will expand Statement of Revenues and Expenditures, find the report, right-click and select Add to Favorites:
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Now Select the Favorites tab and note in the Favorites folder is the Statement of Revenues and Expenditures: Board RE:
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You can either double-click on the report to run it without editing or if you right click you will see the additional options:
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Edit will take you to the report setup page where you can change dates, content, add a filter or further customize the existing report
Run will load the report
Rename will allow you to change the name of the report
Remove from Favorites will take this report out of your Favorites folder