Before you begin: The Favorites feature allows administrators to set the list of dashboards and Report Studio reports that appear on the Favorites menu through a data profile. Users assigned these data profiles will automatically have their favorites preloaded when they log in. The roles system also includes a setting for dashboards and Report Studio that controls whether users assigned to that role can add their own favorites, limiting the favorites list to those set by the administrator.
How to Add Favorites to a New or Existing Data Profile
1] Log in to TapClicks and, on the Admin menu, click Data Profiles.
2] To add favorites to a new data profile, click the Add New Data Profile (plus sign) icon in the upper-right corner.
3] To add favorites to an existing data profile, search or scroll to locate the profile, then click the Edit (pencil) icon on the far right.
4] The Edit Data Profile page will appear. From the available tabs at the top of the page, select the Access tab.
| Note: Dashboards and Report Studio files that are not pre-filtered to clients or client groups, and that are assigned to the same business unit as the data profile (or no business unit), can be added to the Favorites list. |
Add and Remove Report Studio Favorites
5] Click inside the Report Studio Favorites textbox.
6] From the dropdown menu, select a Report Studio report to add to Favorites.
7] Repeat step 6 for each Report Studio report that you want to add to Favorites.
8] To remove a favorite, click the X to the right of the name.
Add and Remove Dashboard Favorites
9] Click inside the Dashboard Favorites textbox.
10] From the dropdown menu, select a dashboard to add to Favorites.
11] Repeat step 10 for each dashboard favorite you want to add to Favorites.
12] To remove a favorite, click the X to the right of the name.
13] Once your favorites are set, click the Save Changes button at the bottom of the page.