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Overview
This guide shows you how to “favourite” your most-used reports in CORE, so they’re quicker to find next time and how to remove reports from your Favourite Reports. Whether you’re checking attendance, payments, or usage, favoriting saves time and keeps your go-to insights at your fingertips.
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Prerequisites
- You must have access to the Reports section in CORE
- You must be logged into your Hapana account
How to favorite a report
1. Go to the Reports section
Click Reports from the top navigation bar.
2. Scroll through the report categories
Browse the different sections like Clients & Attendance, Financial, Marketing, or others.
3. Click the star to favorite
Next to each report name, you’ll see a little star icon.
Click the star to favorite the report. It will light up when it’s been added to your favorites list.
Tip: You can favorite as many reports as you like — no limit!
4. Access your favorites anytime
Your starred reports will now show up in the Favorite Reports section at the top of the Reports page.
How to Remove a Report from Favorites
- In the My Favorite Reports section, locate the report you want to remove
- Click the filled star icon next to the report name
- The report will be removed from the top list and returned to its default category
Expected outcome
Your most-used reports will be pinned to the top of your reports page, making them easy to find and access.
FAQs
Q: Do my favorites carry across different locations?
A: Favorites are location-specific. You’ll need to set them for each location you manage.
Q: Will others on my team see my favorites?
A: Nope — your favorites are unique to your user login.
Q: Can I favorite multiple reports?
A: Yes. You can add as many reports as needed to your Favorites list.
Still need help?
Reach out to our support team via [email protected]
