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Home / Job Aids / Manage Reports in the Favorites Application

Manage Reports in the Favorites Application

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This job aid outlines the process for managing reports in your Favorites.

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Important Information

Refer to the Commonly Used Report List for reports you may like to add to your Favorites, as well as an indication of which are Workday Standard reports and which are Workday Custom reports.

Getting Started

  1. From the Workday Home Page, select the Favorites application.The Favorites application icon
  2. Select the Gear icon in the top right-hand corner and select Manage Favorites.Selecting the gear icon and manage favorites link

Adding Reports to Favorites

  1. Too add a report to Favorites, enter or find the name of the report in the Favorite Custom Reports field and select its corresponding checkbox. You may add multiple reports this way.The Manage Favorites Page with favorite custom reports highlighted

Note: You can also search for standard reports in the Favorite Tasks/Reports field.

  1. Select OK.
  2. The reports you selected will display under the Favorite Custom Reports tab. Select Manage Favorites to add additional reports.The Favorite Custom Reports tab with the manage favorites button highlighted

Note: The Shared Custom Reports tab lists every Custom Report that has been shared with you. This is a quick way to get to a report without having to add it to your Favorites.

The Shared Custom Reports tab listing multiple custom reports

  1. When you select the Favorites application again, you will see a shortcut is available to the report(s) you added.The Views menu with a sample report listed beneath

Note: You can navigate to the Favorite Reports and Tasks page directly by selecting Favorites from the My Account menu.

Selecting favorites from the my account menu

Removing Reports from Favorites

  1. To remove a report from Favorites, return to the Manage Favorites page as described above.
  2. Select the X icon next to a report to remove it.The x icon next to a report
  3. Select OK.

This completes the Manage Reports in the Favorites Application process.

Quicklinks

  • Adding Reports to Favorites
  • Removing Reports from Favorites

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