Organizing with Favorites

What Are Favorites?

Favorites are your personal bookmarks for quick access. Any dashboard or report you use frequently can be starred, and it'll appear in your sidebar and catalog pages for one-click access.

How to Favorite Something

1. On a dashboard or report, look for the star icon (☆) in the header.
2. Click the star — it turns yellow to confirm it's favorited.
3. The item immediately appears in your Favorites section in the sidebar and catalogs.
4. Click the yellow star again to unfavorite — it returns to default and leaves your favorites list.

Where Favorites Appear

• Sidebar navigation — listed under "Favorites" with a bar chart icon for reports, grid icon for dashboards
• Dashboard Catalog — "Favorites" card on the landing page
• Report Catalog — "Favorites" card on the landing page
• Email Scheduler — favorited dashboards sort to the top of the list
• Dashboard/Report header — yellow star indicates it's favorited

What Can Be Favorited?

• Custom dashboards you've created
• Custom dashboards shared by teammates
• Pre-built template dashboards
• Reports from the report catalog
• Custom reports

Important Details

• Favorites are personal. Your favorites are yours alone — other users in your organization have their own separate favorites list.
• Favorites sync across devices. Log in on any device and you'll see the same favorites.
• Favorites persist. Even if a dashboard is later archived or deleted by its owner, your favorite reference stays — though it won't load if the dashboard no longer exists.

Tip: Aim for 5–15 favorites. Too many defeats the purpose of quick access. Review your list periodically and remove items you no longer use regularly.