startAdd to Favourites - Select Employee
How To

Add to Favourites - Select Employee

CCH Central
Last update: Reading time 1 minutes
Report GenerationEmployee Management
    CCH Reporting allows you to add or remove a report from Favourites for other employees.

    CCH Reporting allows you to add or remove a report from Favourites for other employees.

    Add report to Favourites for other employees

    To add a report to ‘My favourites’ for other employees, right click on the report name and select Add to Favourites - Select Employee.    

    AddToFavourites_SelectEmployee.png

    The Find Employees window opens and one or multiple employees can be selected to add the report to their Favourites list.

    FindEmployees.PNG

    The report is available within the Favourites > My favourites Category for the selected employees.

    The following message is returned when selecting the Cancel or Close buttons within the Find Employees window:

    MissingData.PNG

    Anyone with the permission #can add other people’s favourites set to allow is able to see the Add to Favourites – Select Employee option.

    Remove report from Favourites for other employees

    To remove a report from Favourites for other employee, select Favourites  > Reports  > Organise Favourites.

    The Organise Report Favourites window opens:

    SelectEmployee.png

    Click Select Employee. The Find Employees dialog opens:

    FindEmployee.PNG

    When an employee has been selected the favourites list will be returned and reports can be removed from Favourites.

    Any user with the permission #can remove other people's favourites set to allow is able to see the Select Employee option.

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