Favorites

Using Insight, you can save and organize reports that you use frequently using favorites.

To create a favorite:

  1. In Insight, browse to the report in the report catalog.
  2. Before you open a report, click More > An image of the add to favorites icon Add to Favorites.

    Favorites are available from the Favorites menu. They appear in the catalog with a star indicator.

    An image showing the favorite indicator

To delete a favorite:

  1. In the menu bar, click Favorites > Manage Favorites.
  2. Click the favorite and click The delete icon Remove from Favorites.

To organize your favorites:

  1. In the menu bar, click Favorites > An image of the Folder icon Manage Favorites.
  2. Organize your favorites:
    • To categorize favorites, click The new category icon New Category and type the category name. You can then drag-and-drop your favorites to the category.
    • To rename a category, click the category and click An image of the rename icon Rename .
    • To alphabetize favorites, click An image of the Sort icon Sort and choose your sort order.
    • To move a favorite up or down in the list, click the favorite and click the up or down buttons The upon icon The down icon.

Learn more

Exporting reports

Printing reports