Adding to Favorites

Reports/Charts

Once the category and filters of a chosen report/chart are selected, users can add the chart as a favorite view. This saved chart will be located on the dashboard in the widget titled "Favorite Pages." 

1. Apply all of your changes to the categories and filters as desired.

2. In the top right corner, select the account icon > Add Page to Favorites

3. Name the page > Select OK

4. The favorite will auto-populate to the bottom of the list.

List Pages

The same applies to any filters chosen on a list page.

1. Select the desired filters for any given list page.

2. In the top right corner, select the account icon > Add Page to Favorites

3. Name the page > Select OK

4. The favorite will auto-populate to the bottom of the list.