Quick summary
In Salesforce, you can favorite a report for quick access by opening the Reports tab, clicking the dropdown menu on any report, and selecting the Favorite option. This saves the report to your favorites list so you can retrieve it instantly from your dashboard.
Steps
- Click the Reports tab at the top of the dashboard, or open it through the App Launcher.
- Choose a report, then click the dropdown button on the right side of it.
- Select Favorite from the available choices.
- Confirm the report has been added to Favorites successfully.
