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Reports - Favorites and Dashboard Pinning

How to mark reports as Favorites and pin them to the Reports landing page for quick access in Sharper MMS.

Written by Andy Hornbeak

Sharper gives you two ways to surface your most-used reports for quick access: Favorites and Dashboard Pinning. Both are set when creating or editing a report and control how the report appears on the Reports landing page.

Favorite Reports

Marking a report as a Favorite adds it to the Favorites section at the top of the Reports landing page. This saves you from navigating into a specific module section every time you want to run a frequently used report.

Favorites are shared, not personal. The Favorite toggle is a setting on the report itself, not on your user account — so marking a report as a Favorite adds it to the Favorites section for everyone at your property who has access to Reports, and un-marking it removes it for everyone. There is no per-user favorites list. If you want a report that only you use, create your own copy of it rather than favoriting a shared one.

Adding or Removing a Favorite

  1. Select Reports in the left navigation pane.

  2. Navigate to the module section the report belongs to and find the report.

  3. Select Edit (pencil icon).

  4. Enable or disable the Favorite toggle.

  5. Select Save.

The report will appear in or be removed from the Favorites section immediately — for every user with Reports access, not just for you.

Pinning a Report to the Reports Landing Page

Any saved report can be pinned to appear as a card on the All view of the Reports landing page. Pinned reports are visible to all users who have access to Reports — they appear grouped under their module section on the landing page.

Pinning or Unpinning a Report

  1. Select Reports in the left navigation pane.

  2. Navigate to the module section and find the report.

  3. Select Edit (pencil icon).

  4. Enable or disable the Dashboard toggle.

  5. If pinning, enter a Dashboard Caption — this is the label shown on the report card. Keep it short and descriptive (e.g., "Monthly Slip Occupancy" or "Today's Z-Out").

  6. Select Save.

The report card will appear in or be removed from the Reports landing page for all users with Reports access.

Favorites vs. Dashboard Pins

Feature

Who Sees It

Where It Appears

Favorite

All users with Reports access

Reports landing page — Favorites section at the top

Dashboard Pin

All users with Reports access

Reports landing page — grouped under the report's module section

A report can be both a Favorite and Dashboard-pinned at the same time. Both are shared across your team — the difference is only where the report appears on the landing page: Favorites sit in one list at the top, while Dashboard pins are grouped under their module and carry a custom caption.

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