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Analytics > Managing Favorites

Managing Favorites

Use the Favorites functionality to bookmark the catalog objects that you view regularly or want to view again at another time. After you flag objects as favorites, you can use the Manage Favorites dialog to organize your favorites by creating categories and rearrange your favorites into the order that you find most intuitive. You can access a list of the objects that you marked as favorites and any categories that you created by clicking Favorites.

There are multiple ways to add an object to your Favorites list. You can bookmark as favorites the catalog objects that you view regularly or want to view again. For example, you might regularly view the Loyal Customers analysis in the catalog. You flag the analysis as a favorite. After you add an object to your Favorites list, the object's icon is updated to include a gold star.

To add an object to your Favorites list by using the Catalog page:

1. Go to the Catalog page and browse for the object that you want to add to your Favorites list.
2. Right-click on the object and choose Add to Favorites. The object is added to your Favorites list and a star icon is added to the object's icon.

To add an object to your Favorites list while viewing or editing the object:

1. Open or edit the object.
2. Hover over Favorites and click Add to Favorites. The object is added to your Favorites list.

Accessing Favorites Objects

After you tag objects as favorites, you can use the Favorites menu to display your list of favorites and browse for and select a favorite object.

To access favorite objects

1. Hover over the Favorites menu. The list of the objects that you marked as favorites displays.
2. Scroll through the list of objects and categories, and click an object to select it.

Organizing Favorites

Use these tasks to organize the items on your Favorites list.

To create a Favorites category:

1. In the Analytics tab, click Favorites, and then choose Manage Favorites. The Manage Favorites dialog displays.
2. In the Category Tree or the Selection Category area, browse to and select the location where you want to add a new category.
3. On the toolbar, click New Category. The New Category dialog displays.
4. Enter a unique name for the category and click OK. The new category displays.

To rearrange your favorite objects:

1. In the Analytics tab, click Favorites, and then choose Manage Favorites. The Manage Favorites dialog displays.
2. In the Category Tree or the Selection Category area, browse to the location of the categories or objects that you want to rearrange. You can perform the following actions to rearrange your favorites.
   • Select an object or category and click the move buttons to move the object up or down in your Favorites list.
   • Drag and drop objects into categories. Drag and drop categories into other categories to nest them.
   • Copy objects or categories from one location and paste them into another location.
   • Rename categories.
   • Sort the selected categories or objects within a category by ascending or descending alphabetic order.
3. Click OK. Your rearranged objects and categories are saved and display in your Favorites list.

Removing Objects from Favorites

You can remove items from your Favorites list. You can remove from your Favorites list those objects that you no longer need to access regularly. For example, you can remove from your Favorites list the previous year's Loyal Customers analysis that you no longer need to access regularly. After you remove an object from your Favorites list, the object's icon changes from an icon with a gold star to the object's standard icon.

To remove an object from your Favorites list by using the Catalog page:

1. Go to the Catalog page and browse for the object that you want to remove from your Favorites list.
2. Right-click the object and then choose Remove from Favorites. The object is removed from your Favorites list.

To remove an object from your Favorites list while viewing or editing the object:

1. Open or edit the object in its designated viewer or editor.
2. Hover over the Favorites menu. The list of the objects that you marked as favorites displays.
3. Click Remove from Favorites. The object is removed from your Favorites list.

To remove an object from your Favorites list by using the Manage Favorites dialog:

1. Hover over the Favorites menu. The list of the objects that you marked as favorites displays.
2. Click Manage Favorites. The Manage Favorites dialog displays.
3. Browse for and select the object that you want to remove.
4. Click Delete.
5. Click OK. The object is removed from the list.