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:
- Look for the star icon next to any dashboard or report
- Click the star—it turns yellow when favorited
- The item immediately appears in your sidebar under "Favorites"
Removing favorites:
- Click the yellow star again
- 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.