> For the complete documentation index, see [llms.txt](https://docs.phocassoftware.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.phocassoftware.com/administration/favorites-administration.md). # Favorites and alerts Manage favorites and Classic alerts in your organization’s Phocas site. {% hint style="info" %} User permission: Administration > Favorites {% endhint %} Users save favorites and alerts for quick access to particular grid or chart views. As an administrator, you can manage favorites and Classic alerts saved by anyone in your organization. The instructions below also apply to Classic alerts. Click **Administration** > **Favorites** to open the **Favorites** page. The icon next to each item's name identifies its type: * ![](https://3446572173-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvQCmtGTR7MsjcI62Vdki%2Fuploads%2FXk8HQuFuANUesfJNtUp6%2Fimage.png?alt=media\&token=496dfe3f-fa41-48a1-ae75-1a73831cc94c) Outline heart: A favorite saved in Analytics, previously called Flex Modes. * ![](https://3446572173-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvQCmtGTR7MsjcI62Vdki%2Fuploads%2FwUTWbUWuAz9CEqIWEjJy%2Fimage.png?alt=media\&token=b3c241b0-8b88-4ac9-8474-dc90c02bf0de) Filled heart: A Classic favorite, saved in Analytics (Classic), the original Analytics. *

Bell: A Classic alert, saved in Analytics (Classic). The list shows details such as the database, folders, and owner of each item. You can also see when an item was last opened, which can help you decide whether it's still needed.

Favorites page showing Classic and Analytics heart icons and a row menu.

To find a favorite or Classic alert, enter a keyword in **Filter by keyword** or use the filters under **Database**, **Folders**, or **Owner**. The list updates as you search or change the filters. Open the menu at the end of an item's row to see its available actions. Actions depend on your access and the items selected. ### Share a favorite {% hint style="info" %} Sharing with edit permission and sharing to folders are available for Classic favorites and alerts only. {% endhint %} 1. On the **Favorites** page, open the menu at the end of the favorite's row and select **Share**. 2. Select the required sharing options, then click **Save**. {% columns %} {% column %}

Sharing options for favorites saved in Analytics

{% endcolumn %} {% column %}

Sharing options for favorites and alerts saved in Analytics (Classic)

{% endcolumn %} {% endcolumns %} For more information, see the sharing instructions for [Analytics](/analytics/save-and-share-your-work/save-and-share-favorites.md#share-a-favorite) or [Analytics (Classic)](/analytics-classic/save-and-share-favorites.md#share-a-favorite). {% hint style="success" %} You can control whether users can share favorites, alerts, and dashboards through their [**Collaboration** user permissions](/administration/users/add-update-user/user-permissions.md#collaboration-sharing-permissions-for-dashboards-and-favorites). {% endhint %} To manage an individual user's favorites, open their [user account page](/administration/users/add-update-user/user-account-page.md) and click the **Favorites** tab. ### Manage favorite and alert subscriptions {% hint style="info" %} Subscriptions are available for Classic favorites and alerts only. {% endhint %} On the **Favorites** page, open the menu at the end of the favorite's row and select **Manage subscriptions**. {% columns %} {% column width="33.33333333333333%" %}

{% endcolumn %} {% column width="66.66666666666667%" %}

{% endcolumn %} {% endcolumns %} For more information, see [Subscriptions (Administration)](/administration/subscriptions-administration.md). ### Change the owner of a favorite or alert {% hint style="info" %} Owner changes are available for Classic favorites and alerts only. {% endhint %} Reassign ownership of a favorite before [deleting a user account](/administration/users/add-update-user.md#delete-a-user). 1. On the **Favorites** page, open the menu at the end of the favorite's row and select **Change owner**. 2. Select the new owner from the list, then click **Change owner**. {% columns %} {% column width="33.33333333333333%" %}

{% endcolumn %} {% column width="66.66666666666667%" %}

{% endcolumn %} {% endcolumns %} ### Delete a favorite or alert You can permanently delete a favorite if it's no longer required. This action can't be undone. On the **Favorites** page, open the menu at the end of the favorite's row, select **Delete**, then confirm the deletion.

To delete multiple favorites: 1. Select the rows you want to delete. You can select separate rows or click and drag across adjacent rows. 2. Click **Delete** in the floating action bar at the bottom of the page, then confirm the deletion.

--- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://docs.phocassoftware.com/administration/favorites-administration.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.