Before you begin: The next iteration of the Favorites feature is now available. In the TapClicks legacy user experience, the administrator was able to set the list of dashboards that appears on the Favorites menu through a data profile. This provided some control over the experience and automated the creation of favorites. This feature is now back and expanded to include Report Studio favorites as well.
Users who are assigned those data profiles will automatically have their favorites pre-loaded when they log in. Additionally, in the roles system, there is a new setting for dashboards and Report Studio to control whether the user assigned to that role can add their own favorites. This provides an additional level of control to limit the favorites list to only those prescribed by the administrator.
If you are trying to recover or edit a list of favorites from TapClicks Classic to the New User Experience, you need only to edit the data profile and add/remove the dashboards from the list of favorites on the Access tab.
How to Add Favorites to a New or Existing Data Profile
1] Login to TapClicks and on the Admin menu, click Data Profiles.
2] To add favorites to a new data profile, in the upper right click the Add New Data Profile button. The New Data Profile page appears.
3] To add favorites to an existing data profile, locate the profile in the list of profiles by searching or scrolling and when you locate the profile, click the Edit (i.e., pencil) icon to the far right. The Edit Data Profile page appears.
4] On the Data Profile page, across the top menu, click the Access tab.
| NOTE: Dashboards and Report Studio files that are not pre-filtered to clients or client groups, and who are assigned to the same business unit as the data profile (or no business unit), are available to be added to the favorites list. |
Add and Remove Report Studio favorites
6] Click inside the Report Studio Favorites textbox.
7] From the dropdown menu, select a Report Studio to add to Favorites.
8] Repeat step 7 for each Report Studio favorite you want to include.
9] To remove a favorite, click the "x" to the right of the name.
Add and remove dashboard favorites
10] Click inside the Dashboard Favorites textbox.
11] From the dropdown menu, select a dashboard to add to Favorites.
12] Repeat step 11 for each dashboard favorite you want to include.
13] To remove a favorite, click the "x" to the right of the name.
14] When you have the favorites the way you want, click the Save Changes button at the bottom of the page.