How to find a report you use often?

TB Reports · library · Last updated August 17, 2026 · Version 1

This process works in apps: TB Reports

This article will teach you how to search the library quickly and bookmark common reports in your browser.

Managers often run the same five reports every Monday — sales, gross profit, inventory aging, AR, and labor if available. The library search box and browser bookmarks beat scrolling the full catalog each time. Standardizing the “weekly pack” keeps leadership reviews comparable week to week.

Steps

• Open the Reports library.
• Type part of the report name in search/filter.
• Open the report you need and set your usual filters once.
• Bookmark the URL in your browser (or save filters if the report supports it).
• Share the bookmark with teammates who run the same review.
• Label bookmarks with report name + default date habit (e.g. “Sales — prior week”).
• Re-verify bookmarks after major TB Reports upgrades.

Conclusion & best practices

Standardize the weekly pack of reports for your shop so everyone reviews the same definitions. Browser bookmarks are personal — document the canonical list in your ops wiki too. If a bookmark opens the wrong org, check the header tenant selector.