Before you begin: The next iteration of the Favorites feature is now available. In the TapClicks legacy user experience, administrators could set the list of dashboards that appeared on the Favorites menu through a data profile. This allowed some control over the user experience and automated the creation of favorites. This feature has returned and has been expanded to include Report Studio favorites
Users who are assigned these data profiles will automatically have their favorites preloaded when they log in. Additionally, the roles system includes a new setting for dashboards and Report Studio that controls whether users assigned to that role can add their own favorites. This adds another layer of control, limiting the favorites list to those set by the administrator.
To recover or edit a list of favorites from TapClicks Classic in the New User Experience, simply edit the data profile and add or remove dashboards from the favorites list on the Access tab.
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 button 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. Click the Access tab from the available options.
| 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
6] Click inside the Report Studio Favorites textbox.
7] From the dropdown menu, select a Report Studio report to add to Favorites.
8] Repeat step 7 for each Report Studio report that you want to add to Favorites.
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 add to Favorites.
13] To remove a favorite, click the X to the right of the name.
14] Once your favorites are set, click the Save Changes button at the bottom of the page.