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My Favorites

Select the Insert tab in the ribbon and click on My Favorites to insert an area summarizing the user's favorite report, forms, gridforms, and analytic reports into the dashboard.

Below is an example of My Favorites:

The content in this dasharea is dynamic, depending on which reports, forms, gridforms, and analytic reports (incl. bookmarks) the logged in user has starred as favorites. From this dasharea, the user can easily open any favorite item by clicking on it.

This type of dasharea is a powerful area to add in a Homepage Dashboard.

To view available settings, access General Settings in the right panel, as shown below:

Below is a list of the general settings for My Favorites:

Setting

Description

Show Title

Displays the title above the dasharea (ON/OFF).

Title

The title of the dasharea.

Background

Selects background color of the area.

Show Border

Displays a border around the area (ON/OFF).

Default View State for Panel

Category state, by default:

  • Expanded: Categories are expanded.

  • Collapsed: Categories are collapsed.

  • Use category state: Use the category setting that applies to all navigation. Defined on application, client, or user level in the Settings GUI.

Hide Search

Hides the Search field at the top of the dasharea (ON/OFF).

Note: Many of the ON/OFF settings displays even more settings if turned to ON.
Published:

My Favorites

Select the Insert tab in the ribbon and click on My Favorites to insert an area summarizing the user's favorite report, forms, gridforms, and analytic reports into the dashboard.

Below is an example of My Favorites:

The content in this dasharea is dynamic, depending on which reports, forms, gridforms, and analytic reports (incl. bookmarks) the logged in user has starred as favorites. From this dasharea, the user can easily open any favorite item by clicking on it.

This type of dasharea is a powerful area to add in a Homepage Dashboard.

To view available settings, access General Settings in the right panel, as shown below:

Below is a list of the general settings for My Favorites:

Setting

Description

Show Title

Displays the title above the dasharea (ON/OFF).

Title

The title of the dasharea.

Background

Selects background color of the area.

Show Border

Displays a border around the area (ON/OFF).

Default View State for Panel

Category state, by default:

  • Expanded: Categories are expanded.

  • Collapsed: Categories are collapsed.

  • Use category state: Use the category setting that applies to all navigation. Defined on application, client, or user level in the Settings GUI.

Hide Search

Hides the Search field at the top of the dasharea (ON/OFF).

Note: Many of the ON/OFF settings displays even more settings if turned to ON.
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