# View and save favorites
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* User permission: Favorites to view shared favorites; Save Favorites to save your own favorites
* See [User licenses, profiles and permissions](https://docs.phocassoftware.com/basics/getting-started/user-permissions-and-licenses) for a comparison of the Full and Viewer license regarding favorites.
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Favorites can include simple or complex analysis or search results in the form of a grid or a chart. Typically, someone in your organization will share favorites with you. If you have the required user permissions, you can save your own favorites and share them with other users, create alerts, add favorites to a dashboard, and subscribe to favorites to receive 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 with other recently opened items.
On your homepage, favorites are identified by the heart icon. To filter the grid and see only a list of favorites, click the **All** dropdown menu in the **Type** column header, click **Select none**, then select the **Favorite** checkbox and click out of the filter. Then click a favorite to open it.
When you open a favorite, its name displays at the top next to the database name.
## Save a favorite
You can either start from scratch and save a brand-new favorite or use an existing favorite as a starting point. Use offset dates to make your favorites dynamic, which means they automatically update each time they are opened. When you save a favorite, you become its owner.
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Save useful data as a favorite
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### Save a new favorite
1. [Open a database](https://docs.phocassoftware.com/basics/getting-started/databases) and carry out your analysis (you can be in the 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. If you want to change ownership, select a different user from the list.
* **Favorite**: The **New** option is selected by default.
* **Name** and **Description**: You must enter a name for the favorite but the description is optional.
* **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**, to use your [default period](https://docs.phocassoftware.com/basics/getting-started/periods/default-period-for-a-database) instead. However, if you plan on sharing this favorite, your default might be different from other users' defaults, so the results will be different for them. Alternatively, you can select a defined period from the list.
* **Folders** and **Users**: By default, your favorite is not shared with anyone, but you can assign it to folders or share it with specific users. See [Sharing and folders](https://docs.phocassoftware.com/basics/getting-started/sharing-and-folders) for more information. users with whom you want to share your favorite.
3. Click **Save**.
### Save a favorite based on an existing favorite
This method becomes available immediately after you save a new favorite and when you open an existing favorite. It's suitable when you want to change something in a favorite that has been shared with you, as it doesn't affect the original favorite.
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 favorite's settings (see above for details) and click **Save**.
See [Edit a favorite](https://docs.phocassoftware.com/basics/manage-favorites#modify-a-favorite) to learn how to make changes to your own favorites.
