Using Favorites

How to:

You can customize the view of content on your Home page using the Favorites feature. When you save content as a favorite, it automatically appears in the Favorites view of the sidebar. Here, you can interact with your content and view its properties.

Procedure: How to Add Content to Favorites

  1. On the Home page, right-click a report, chart, document, visualization, shortcut, or URL, and then click Add to Favorites.
  2. On the sidebar, click Favorites.

    The item now appears in the Favorites view, as shown in the following image.

    If you right-click the item, a shortcut menu of options opens. Here, you can do the following:
    • Click Run or select a different way to run the item by clicking Run....
    • Point to Schedule, and choose a scheduling option for the item.
    • Click Edit to edit the item in the appropriate tool.
    • Click Remove favorite to remove the item from the Favorites view.
    • Click Properties to open the Properties panel, and edit the properties of the item.

Procedure: How to Remove a Favorite

  1. In the Favorites view, right-click an item.
  2. Click Remove favorite.

    The item is removed from the Favorites view.