Manage Favorites

The Favorites options, which function similar to favorite pages in a browser, allows you to add and maintain a list of commonly used documents. Once defined, you can access favorites from the drop-down list for quick access. An unlimited number of favorites and folders can be added.

Add a Favorite

A favorite item can also be added from the context menu for a tab.

  1. With the document, dashboard, inquiry, or report open in the content pane, click the Favorites button and then select the Add to Favorites... option.
    The Add Favorite dialog box displays.
  2. Select the folder where you want to add the favorite. Favorites is a top level folder and all favorites and folders must be added under that level. Right-click on the list to access the following options to maintain folders:
    • Select New Folder to add a new folder to the hierarchy. The folder is inserted under the level that you currently have selected.
    • With a folder highlighted, select Delete to delete the folder. The top-level Favorites folder cannot be deleted. Once a folder is deleted, all items within the folder are also deleted.
    • With a folder highlighted, select Rename to change the name of the folder. Multiple folders on the same level cannot have the same name.
    • To rearrange the hierarchy, the folders can be dragged and dropped to their necessary location.
  3. In Favorites, edit the name of the favorite as needed. Multiple items with the same name cannot exist in a folder.
  4. Click the Add button.
    The item is added as a favorite to the selected folder.

Manage Favorites

  1. Click the Favorites button and then select the Manage Favorites... option.
    The Manage Favorites dialog box displays. The folder structure displays in favorites pane.
  2. Select a folder.
    A list of favorites contained in the folder display in the Name pane.
  3. Right-click on the list to access the following options to maintain folders:
    • Select New Folder to add a new folder to the hierarchy. The folder is inserted under the level that you currently have selected.
    • With a folder or a favorite item highlighted, select Delete to delete it. The top-level Favorites folder cannot be deleted. Once a folder is deleted, all items within the folder are also deleted.
    • With a folder or a favorite item highlighted, select Rename to change the name of the item. Multiple folders on the same level cannot have the same name.
    • To rearrange the hierarchy, the folders can be dragged and dropped to their necessary location. Additionally, to move a favorite, drag and drop it to a folder in the Folders area.
  4. Click the Close button.
    The Manage Favorites dialog box is closed.

Open a Favorite

  • Click the Favorites button. The predefined list of favorites display at the bottom of the drop-down list. Select the item and it is displayed in the content pane.