Help Documents - Version 5 Custom ReportsHow do I create an icon on my Windows desktop for my shared report?

How do I create an icon on my Windows desktop for my shared report?

These instructions apply to Windows OS only.

If someone shared a report link with you via an email message, use this procedure to create a fast-access report link on your desktop. When you want to view the report, double-click the icon and your report will open in real-time, up-to-the-second accurate.

Copy the link from the email message.

Copy the link from the email message.

Go to your desktop and create a new shortcut.

Go to your desktop and create a new shortcut.

The Create Shortcut Wizard will open ...

Paste the link address into the Location field and click the Next button.

The Create Shortcut Wizard will open ...

Type a report name and click the Finish button.

Type a report name and click the Finish button.

Double-click the shortcut icon to open your report.

Open the report any time you want to see it - it is real time, always up to the minute accurate.

Double-click the shortcut icon to open your report.

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