How do I easily access My Favorite Reports?

  • Updated
Marking a report that you access on a regular basis as Favorite allows you to open it from any page in CARET Legal.
  1. To mark a report as a Favorite, click the Accounting icon in the navigation bar and select the Reports tab within the Accounting section.

  2. Click on the star next to the report you wish to mark as a Favorite.

  3. The star changes from gray to yellow, and the report is added to the Favorites section at the top of your Reports.

  4. Reports marked as a Favorite can be accessed from anywhere within CARET Legal by clicking on the Star icon in the top toolbar.


Was this article helpful?

0 out of 0 found this helpful