Analytics > Managing Favourites
Managing Favourites
Use the Favourites functionality to bookmark the catalogue objects that you view regularly or want to view again at another time. After you flag objects as favourites, you can use the Manage Favourites dialogue to organise your favourites by creating categories and rearrange your favourites into the order that you find most intuitive. You can access a list of the objects that you marked as favourites and any categories that you created by clicking Favourites.
There are multiple ways to add an object to your Favourites list. You can bookmark as favourites the catalogue objects that you view regularly or want to view again. For example, you might regularly view the Loyal Customers analysis in the catalogue. You flag the analysis as a favourite. After you add an object to your Favourites list, the object's icon is updated to include a gold star.
To add an object to your Favourites list by using the Catalogue page:
- Go to the Catalogue page and browse for the object that you want to add to your Favourites list.
- Right-click on the object and choose Add to Favourites. The object is added to your Favourites list and a star icon is added to the object's icon.
To add an object to your Favourites list while viewing or editing the object:
- Open or edit the object.
- Hover over Favourites and click Add to Favourites. The object is added to your Favourites list.
Accessing Favourites Objects
After you tag objects as favourites, you can use the Favourites menu to display your list of favourites and browse for and select a favourite object.
To access favourite objects
- Hover over the Favourites menu. The list of the objects that you marked as favourites displays.
- Scroll through the list of objects and categories, and click an object to select it.
Organising Favourites
Use these tasks to organise the items on your Favourites list.
To create a Favourites category:
- In the Analytics tab, click Favourites, and then choose Manage Favourites. The Manage Favourites dialogue displays.
- In the Category Tree or the Selection Category area, browse to and select the location where you want to add a new category.
- On the toolbar, click New Category. The New Category dialogue displays.
- Enter a unique name for the category and click OK. The new category displays.
To rearrange your favourite objects:
- In the Analytics tab, click Favourites, and then choose Manage Favourites. The Manage Favourites dialogue displays.
- 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 favourites.
- Select an object or category and click the move buttons to move the object up or down in your Favourites 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.
- Click OK. Your rearranged objects and categories are saved and display in your Favourites list.
Removing Objects from Favourites
You can remove items from your Favourites list. You can remove from your Favourites list those objects that you no longer need to access regularly. For example, you can remove from your Favourites list the previous year's Loyal Customers analysis that you no longer need to access regularly. After you remove an object from your Favourites 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 Catalogue page:
- Go to the Catalogue page and browse for the object that you want to remove from your Favourites list.
- Right-click the object and then choose Remove from Favourites. The object is removed from your Favourites list.
To remove an object from your Favourites list while viewing or editing the object:
- Open or edit the object in its designated viewer or editor.
- Hover over the Favourites menu. The list of the objects that you marked as favourites displays.
- Click Remove from Favourites. The object is removed from your Favourites list.
To remove an object from your Favorites list by using the Manage Favourites dialogue:
- Hover over the Favourites menu. The list of the objects that you marked as favourites displays.
- Click Manage Favourites. The Manage Favourites dialogue displays.
- Browse for and select the object that you want to remove.
- Click Delete.
- Click OK. The object is removed from the list.
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