# Save and share favorites

{% hint style="success" %}
[Favorites](/basics/favorites/view-and-save-favorites.md) are a key feature of Phocas.

Related page: [Add financial analysis to a dashboard](/financial-statements/using-statements/add-financial-analysis-to-a-dashboard.md).
{% 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 a financial statement or filter the data 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.

You can share your favorites with other users in your organization to support collaboration. Because access to financial information is controlled by database and user permissions, you can securely share a favorite view of a financial statement or dashboard without worrying about who can see the underlying data.

{% embed url="<https://phocassoftware.wistia.com/medias/5o4btrmbub>" %}
Save and share favorites
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## Save a new favorite

1. [Open a database](/analytics/take-a-tour-of-analytics.md) in Financial Statements and carry out your analysis (grid or chart view), then click the blue arrow next to the database name and select **Save as favorite**.<br>

   <div align="left"><figure><img src="/files/gza1iM24GEdo1c73GbOB" alt="" width="473"><figcaption></figcaption></figure></div>
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**.

<figure><img src="/files/r80G1l0gsOM4dNKCxlRH" alt=""><figcaption><p>Saving a new favorite from an existing one</p></figcaption></figure>

## 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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Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
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```

The question should be specific, self-contained, and written in natural language.
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.