Documentation

Report Favorites

Favorites are saved filter presets for reports you run often. Rather than open the same report every Monday morning and re-type the date range, location, and user filters, save it once as a favorite and re-run it in one click from the Reports Index.

Favorites are personal — only you see yours. Sharing favorites with the rest of your team isn't exposed in the current portal UI; if you want "everyone runs the same report," ask an admin to build it as a custom report in the Report Builder instead.

What a favorite stores

A favorite captures:

  • Your chosen name (e.g. "Dallas Active Customers — 2026 YTD").
  • Optional description.
  • A reference to the base report (the report you were running).
  • The filter values you had applied when you clicked Save. Stored as an encoded URL-string snapshot.

It doesn't capture columns or sort order — those are properties of the underlying report, not your favorite. So if a teammate edits the base report's columns later, your favorite will reflect the new column set when you run it.

Creating a favorite

Step-by-step

  1. Open the Reports Index and click the base report you want (e.g. Customer Payments).
  2. Set the filters you want saved — dates, locations, statuses, users, anything.
  3. Click Save to Favorites (star icon) below the filter section.
  4. The favorite create form opens. The form is headed "Save to Favorites" with a subheading showing the base report name.
  5. Enter:
    • Name (required, up to 255 characters) — what the favorite is called on the index. Pre-filled with the base report's name; edit to something distinctive.
    • Description (optional) — a short note explaining what this preset is for.
  6. Click Save.
  7. You land back on the Reports Index. Your new favorite appears in the My Favorites section at the top.

Running a favorite

From the index, click the favorite's Name column. SecurityTrax reconstructs the saved URL, navigates to the base report, pre-fills every filter with your saved values, and automatically runs the report so results appear immediately.

Editing a favorite

  1. On the Reports Index, find your favorite in My Favorites.
  2. Click the pencil icon in the Actions column.
  3. The edit form opens with heading "Edit Favorite".
  4. Update the name and description.
  5. Click Save.

Heads up. You can't edit the filter values of a favorite from this page. The values were captured when you saved the favorite and are locked in. To change filters:

  1. Click the favorite to run it.
  2. Adjust the filters on the detail page.
  3. Click Save to Favorites again to create a new favorite with the updated values.
  4. Delete the old favorite (below).

Deleting a favorite

From the edit form, a red Delete button appears at the bottom.

  1. Click Delete.
  2. A confirmation modal opens: "Delete Favorite?" with the message "Are you sure you want to delete this favorite report?"
  3. Click Delete (red) to confirm, or Cancel to back out.

The favorite disappears from your My Favorites list. The underlying base report is untouched.

Favorite staleness over time

A favorite captures a filter URL at save time. Two scenarios where a favorite may drift from what you remember:

  1. The underlying report gets edited. If an admin renames columns, removes filters, or changes the report's structure, your favorite's filter values may reference filters that no longer exist. The favorite still runs; it just silently ignores the stale filter values.
  2. Filter options change. If you filtered by a specific user and that user was later deleted, the filter value is still there but resolves to nothing. The report runs without that filter as if it weren't set.

If a favorite starts returning unexpected results, open it, compare the filters on the detail page to what you meant to save, and create a fresh favorite if needed.

Step-by-step: a weekly "Monday payroll review" favorite

Let's say every Monday you need to review payroll entries created in the last 7 days that are still in PENDING status.

  1. On the index, click Payable Entries Report (or the custom report your admin built).
  2. Filter set:
    • Created date — From: 7 days ago.
    • Created date — To: today.
    • Status: PENDING.
    • Location: all locations you cover (or specific ones).
  3. Click Display Report to verify the results look right.
  4. Click Save to Favorites.
  5. Name: "Monday Payroll — Pending 7 Days".
  6. Description: "Review pending payables created in the last week before weekly payroll run."
  7. Save.

Next Monday, click the favorite on the index. SecurityTrax re-applies those filters — but note the Created date window is static (7 days from when you saved, not rolling). If you want a rolling window, you'll need to either save a new favorite each week or live with adjusting the date range each Monday.

Heads up. Favorites save literal filter values, not rolling expressions. If you filtered to "last 7 days" by setting specific dates like "From: 2026-04-17, To: 2026-04-24", your favorite will re-apply those exact dates forever — not "7 days ago through today." SecurityTrax today doesn't support rolling date expressions in favorites.

Related

  • Reports Index — where your favorites appear at the top.
  • Report Detail — the page you save favorites from.
  • Report Builder — if a favorite isn't enough and you need a fundamentally different report, build one in the builder.