> 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/analytics/save-and-share-favorites.md).

# Save and share favorites

{% hint style="success" %}
[Favorites](/basics/favorites/view-and-save-favorites.md) and [dashboards](/basics/dashboards/use-dashboards.md) are two of the key features of Phocas.

Related information: Add an analysis point as a widget on a dashboard.
{% endhint %}

{% hint style="info" %}
User permissions: 

* To save favorites: **Favorites** > **Save**. 
* To share favorites: **Collaboration** > **Share with Folders** and/or **Collaboration** > **Share with Users**
  {% endhint %}

When you change your view of the grid, filter the data, or create a chart during your analysis, you can save that view as a favorite. You can save multiple favorites and easily switch from one to another for quick access to the information that you need.

{% embed url="<https://phocassoftware.wistia.com/medias/e6ya8vxstg>" %}
Save useful data as a favorite
{% endembed %}

## Save a new favorite

1. [Open a database](/analytics/take-a-tour-of-analytics.md) in Analytics and carry out your analysis (grid or chart view), then click the blue arrow next to the database name and select **Save as favorite**.
2. Configure the favorite's settings. The available settings depend on your user permissions.
   * **Owner**: Your name is selected by default, as you are saving the favorite. To transfer ownership, select a different user.
   * **Favorite**: The **New** option is selected by default.
   * **Name** and **Description**: Enter a name (required) and an optional description.
   * **Period**:
     * The **Current** option (with your active period in brackets) is selected by default. This is whatever period was selected in the **Period** menu when you saved the favorite.
     * You can change this to **Default** or select a default period.
     * Use offset dates to make your favorites dynamic, which means they automatically update each time they are opened.
     * If you're sharing the favorite, note that other users might have a different default period.
   * **Folders** and **Users**: By default, your favorite isn't shared. You can assign it to folders or share it with specific users. See [Sharing and folders](/basics/getting-started/sharing-and-folders.md).
3. Click **Save**.

<div align="left"><img src="https://docs.phocassoftware.com/~gitbook/image?url=https%3A%2F%2F900295827-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F7pj8v25BOyqZTdG5mdD1%252Fuploads%252FehuZWFdXDWKakwN2JFep%252Fimage.png%3Falt%3Dmedia%26token%3D530dda93-fb17-4d16-a57a-f47285bcf0bf&#x26;width=768&#x26;dpr=3&#x26;quality=100&#x26;sign=a7a96d0a&#x26;sv=2" alt="Configuring a favorite&#x27;s settings" width="375"></div>

## Save a favorite based on an existing favorite

Use this method to create a variation of any favorite, whether it's been shared with you or one you've saved yourself.

1. Open the favorite and make your changes, then click the blue arrow next to the favorite name and select **Save as new favorite**.
2. Update the settings and click **Save**.

<div align="left"><figure><img src="/files/tn6vjYIKkpaS71fMAPEC" alt="" width="563"><figcaption><p>Saving a new favorite from an existing one</p></figcaption></figure></div>

## Subscribe to a favorite <a href="#subscribe-to-a-favorite" id="subscribe-to-a-favorite"></a>

You can subscribe to a favorite to receive email notifications whenever the underlying data updates.

See [Subscriptions](/basics/getting-started/subscriptions.md).


---

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