View and save favorites

Quickly access your most useful analysis views across Analytics, Financial Statements, and Flex Modes.

User permissions:

• Favorites to view shared favorites

• Favorites > Save to save your own favorites.

• Collaboration > Share with Folders and/or Collaboration > Share with Users to share favorites

See User licenses, profiles and permissions for a comparison of the Full and Viewer license regarding favorites.

Favorites let you save and return to any analysis or search result, whether it's a grid view, chart, or filtered financial statement.

Typically, someone in your organization will share favorites with you. If you have the required user permissions, you can save your own favorites, share them with other users, add them to a dashboard, create alerts, and subscribe to scheduled updates.

View favorites

In the Phocas menu, click Favorites to view a list of favorites and alerts, then click one to open it. After you open an item, it appears in the Recents list.

On your homepage, favorites are identified by the heart icon. To filter the grid to show only favorites, click the All dropdown in the Type column header, click Select none, select the Favorite checkbox, and click out of the filter.

Click a favorite to open it. Its name displays at the top, next to the database name.

Save a favorite

How you save a favorite depends on which module you're working in. Select your module:

• Analytics: Save favorites and add to dashboards

• Financial Statements: Save and share favorites

• Flex Modes: Save and share favorites