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Favoriting Reports

  1. Jump to

  2. Use Case Information
  3. Favorite a Library Report
  4. Favorite an Explore Dashboard
  5. View/Edit Your Favorites
  6. Organize Your Favorites

This article explains how to add default reports or Dashboards to your favorites, as well as how to organize your favorites using folders.

Use Case Information

Favoriting reports helps you stay organized and gets you quick access to the reports you visit most often! Your favorites are just for you - only you can see which reports you've starred.

Note

Looks are not available to add to favorites - only default reports or custom dashboards. If you'd like to favorite a look, we recommend adding it to a custom dashboard first.

Favorite a Report From the Library

  1. From your homepage, select Reporting > Reports.
    • If you land on a pinned report, click the All tab to get to a list of Library reports.
  2. Click the report you'd like to add to your favorites.
  3. To favorite the report, click the star icon from either the top right of a report once opened or on the tile if viewing in the grid view. 
FavoritingReports_StarIcon.png

Tip

You can also click the star icon on any report tile within the Library tabs. For example, if you navigate to the tab Site Activity, you can click the star icon on any report tile displaying there.

FavoritingReports_FavoriteLibraryTileView_GIF.gif

Favorite a Dashboard from Create

  1. From your homepage, select Reporting > Create.
  2. Click the Dashboards tab.
  3. Click the star icon in the top right corner of a Dashboard tile to add it to your Favorites.
FavoritingReports_FavoriteDashboards_GIF.gif

View and Remove Your Favorites

  1. From your homepage, select Reporting > Favorites.
  2. Your favorites can be viewed in this area.
  3. To remove an item from your favorites, click the star icon on the tile for that report.
FavoritingReports_RemoveFavorite_GIF.gif

Organize Your Favorites

You can manage your Favorites using folders. This folder system is unique to your favorites.

  1. From your homepage, select Reporting > Favorites.
  2. Click on the Add New Folder button in the top right OR click on Add New Folder from a tile dropdown.
  3. Enter a name for the folder and click Save.
  4. You can filter by folders by clicking the check boxes on the left. Uncheck a box to remove the filter.
  5. You can also edit or delete folders by filtering on the folder, then hovering over the folders name.
FavoritingReports_OrganizingwithFolders_GIF.gif

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