10. Favourites

Reports you run often can be saved as favourites and reopened from the dashboard in one click, exactly as you left them.

1. Save a report

   On Dynamic Reports (or the Budget Report), set it up the way you want, then click ★ Save to Favourites at the top right and give it a name.

2. Add the widget

   Add My Favourites from the Quick Links & Alerts group of the catalogue.

3. Use and tidy

   Click a favourite to open it. The pencil renames it and the bin deletes it, after a confirmation.