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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. 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.
Expected outcome
Your most-used reports will be pinned to the top of your reports page, making them easy to find and access.
FAQs
Can I un-favorite a report later?
Yes! Just click the star again to remove it from your favorites.
Do my favorites carry across different locations?
Favorites are location-specific. You’ll need to set them for each location you manage.
Will others on my team see my favorites?
Nope — your favorites are unique to your user login.
Still need help?
Reach out to our support team via [email protected]
