Favorites
Favorites provide quick access to frequently viewed analysis points.
Last updated
Favorites provide quick access to frequently viewed analysis points.
Last updated
User permission: Favorites
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.
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.
