How to Add My Favorite KPI (s) & Reports from the New Practice Optimizer

Go to https://po3.sikkasoft.com and enter your Practice Optimizer credential information then click on 'Sign On'.

Once you are logged into the New Practice Optimizer, click on 'My Favorites'. You should see blank page as you have not setup your favorite KPI (s) and Reports.

To select favorite KPI (s), click on 'My Dashboards'. You should be presented with KPI (s) to be added to 'My Favorites'.

Click on any KPI (s) Categories by clicking any of the 'Heart' symbol. Once you completed your selection, click back on 'My Favorites'.

You will noticed that your selected KPI (s) is now populating under 'My Favorites KPI's.

To select a favorite report (s), click on 'My Reports' and click on the 'heart' symbol to select which report (s) you would like to add onto your 'My Favorites'.

Click on 'My Favorites' and click 'My Favorite Reports' tab. The selected report should now be populating in this field.

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