The Application Help DocumentationCoach/Professional Help Documentation Optimising your workflowSetting up "Favourite" Events so you can quickly enter new data, access history, reports and even excel reports for Event Forms you use daily

Setting up "Favourite" Events so you can quickly enter new data, access history, reports and even excel reports for Event Forms you use daily

When you enter in a lot of data into one or two forms in the system, you may wish to set these event forms as Favourites to help speed up data entry and access. Favourites enable you to quickly enter in data, access reports and access excel reports for that specific form.

Favourite Events appear at the top of your event lists on the Sidebar and also on the Home Page. They enable you to quickly enter in a new record, access Reports and even access any Excel Reports setup from that Event form.

Favourite Events appear at the top of your event lists on the Sidebar and also on the Home Page. They enable you to quickly enter in a new record, access Reports and even access any Excel Reports setup from that Event form.

The image here shows Events that have been set up as Favourites. They appear at the top of your home page for fast access, and you can enter in new data, and access Reports that you have saved using that Event form.

To set up Event Forms as "Favourites", you need to open your account (shown here) and go to Favourite Events

To set up Event Forms as "Favourites", you need to open your account (shown here) and go to Favourite Events

In the accounts click Add and then choose from the list of Event Forms in the drop down box

In the accounts click Add and then choose from the list of Event Forms in the drop down box

1: Click Add

2: Choose from the list of Event forms and select the one that you would like to set as a favourite

N.B click "Add" again to add in an additional event forms as a Favourite.

The image here shows that 3 forms have been set up as Favourites on this users Account page

The image here shows that 3 forms have been set up as Favourites on this users Account page

The form at the top of the list will appear at the top of the sidebar (see the image below) and it will be opened to show all records. Any other forms you add as favourites will appear underneath the first form (you can use the up and down arrows shown here to ensure the most important Event is first). All of the Favourite Events will appear at the top of the Home Page as well (as shown in the image in the step below).

How the Favourites Appear on the Home Page and Sidebar

Because the Favourite events appear at the top of the Sidebar, you can enter new records, open recent entries, go directly to the history for the athlete and even add in related events from the sidebar (if that is enabled on your system)

Because the Favourite events appear at the top of the Sidebar, you can enter new records, open recent entries, go directly to the history for the athlete and even add in related events from the sidebar (if that is enabled on your system)

The Favourite Events also appear on the Home Page and allow you to quickly enter in a new record, access reports and even access any Excel Reports setup using a Favourite Event form

The Favourite Events also appear on the Home Page and allow you to quickly enter in a new record, access reports and even access any Excel Reports setup using a Favourite Event form

The Image here shows that when you mouse over a Favourite Event you can:

Enter Data for a group: enter in new data for a group (if it is enabled)

Enter Data: enter a new record

Reports: Load saved Reports that are created on the Reports page using this Event

Excel Reports: Load Excel Reports created using this Event

Examples are shown below.

When you click on the Enter Data or Enter Data for Group for the Favourite Event you simply need to select the athlete and a new entry will appear to be completed and saved

When you click on the Enter Data or Enter Data for Group for the Favourite Event you simply need to select the athlete and a new entry will appear to be completed and saved

When you select "Reports" for the Favourite Event, any reports that you have created using this record will appear for you to load

When you select "Reports" for the Favourite Event, any reports that you have created using this record will appear for you to load

The example here shows that three reports have been saved using this Favourite Event. You simply click on one of these reports to be taken to the Reports Page to see this report (as shown below).

The Report Loads in the Reports Page

The Report Loads in the Reports Page

The Report and report settings selected previously will load in the Reports Page

When you select Excel for the Favourite Event, any excel reports that you have appear for selection. Click on one and it will appear in your downloads ready to open

When you select Excel for the Favourite Event, any excel reports that you have appear for selection. Click on one and it will appear in your downloads ready to open

The example here shows that an Excel report created from this Event Form has been selected to be run. It will appear in the users downloads ready to be clicked on and opened (as shown in the step below).

The Opened Excel Report

The Opened Excel Report

The opened excel report.

If you want to change the order of your Favourites, or remove any Favourites and select others, this is always done in the account page. Don't forget to save the changes to your account that you have made

If you want to change the order of your Favourites, or remove any Favourites and select others, this is always done in the account page. Don't forget to save the changes to your account that you have made

If you need to change the order of your favourites use the green up and down arrows, select a different one from your selection list (click on the drop down arrow and select a new one) or delete a Favourite Event (click the red delete button and then click "Yes").

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