Note: In order to add the query (report, batch, or mailing function), you must have rights to run and modify the query.

  1. Click Query (Report, Batch, or Mail) on the navigation bar.
  2. Highlight the appropriate query (report, batch, or mailing function).
  3. Select Favorites, Add to Favorites from the menu bar.
  4. Assign the query (report, batch, or mailing function) a name, description, and default action. Select in which folder to place the query (report, batch, or mailing function) in the Move to or Create In field.
  5. Click OK.
  6. Open the Home page. The query (report, batch, or mailing function) now appears as a link on the Home page.

Note: Once you have added one of these functions to your Home Page as a favorite you can then drag and drop it to your desktop.  This provides you a shortcut to the report, query, export from your desktop.