Organizing with Favorites

Favorites let you quickly access your most-used dashboards and reports by bookmarking them for easy sidebar access. Keeping your favorites curated ensures faster, more efficient navigation across devices.

What Are Favorites?

Favorites are your quick-access bookmarks. Instead of searching through report catalogs or navigation menus, you can mark your most-used dashboards and reports as favorites—they'll appear in your left-hand sidebar for instant access.

How to Use Favorites

Adding favorites:

  1. Look for the star icon next to any dashboard or report
  2. Click the star—it turns yellow when favorited
  3. The item immediately appears in your sidebar under "Favorites"

Removing favorites:

  1. Click the yellow star again
  2. It becomes empty, and the item leaves your favorites list

Finding your favorites:

  • Look in your left sidebar navigation
  • Favorites are marked with icons:
    • Bar chart icon = Reports
    • Grid icon = Dashboards

Favorites Best Practices

Keep it curated: Favorite only what you use regularly (aim for 5-10 items). Too many favorites defeats the purpose of quick access.


Favorite dashboards, not just reports: Dashboards contain multiple reports, so favoriting a well-designed dashboard often gives you more value than favoriting individual reports.


Sync across devices: Your favorites automatically sync to any device where you log in—your work computer, laptop, or tablet all show the same favorites.


Review regularly: Every few months, remove favorites you no longer use to keep your list relevant.