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Favorite Reports Suggestion

Make a Favorites Section for Reports.

Toast has an abundance of reports but we repeatedly use the same 5-10 reports.  These should be able to be favorited under a separate section where they are easily accessible. 

1 ACCEPTED SOLUTION

Just the quick actions on the home page, it looks like this. At one point you could get to it from the navigation anywhere but it's only on the homepage right now.

Screenshot From 2025-12-18 19-43-44.png

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3 REPLIES 3

rcmck
Dessert II

There was a beta for toast web a while ago, part of it was custom quick actions that let you pin pages and reports. I don't know if or when it will be available to everyone, currently still working for me.

@rcmck did the ones you "favorite" go to a new section up top? 

I've also seen in software like QuickBooks where you can change the settings and show / hide the reports you want.  So if you want to see them all you can.  If you want 5 reports, that is all that shows.  

Just the quick actions on the home page, it looks like this. At one point you could get to it from the navigation anywhere but it's only on the homepage right now.

Screenshot From 2025-12-18 19-43-44.png