Save Your Favorite Dashboards & Reports

Emburse Analytics' Favorites feature lets you quickly access the reports and dashboards you use most often. This may reduce the need to search or navigate through multiple folders, so you can get to insights faster and stay focused on the metrics that matter most to you.

Your favorites are unique to you. Adding or removing a favorite does not affect other Analytics users.

When you view the contents of a folder, you will see black hearts next to reports and dashboards you have marked as favorites and white hearts next items that are not favorites.

Next to each dashboard name, icons appear: a heart (to favorite or unfavorite) and a document symbol.

Save a Favorite

There are multiple ways to save a dashboard or a report as a favorite.

  • Select the heart button next to the dashboard or report inside a folder.
  • Select the More actions More Actions menu next to the dashboard or report inside a folder, then select Add Favorite.
    Folder view with a solid black heart highlighted to the left of one report and the More Actions menu open on another report with Add Favorite selected
  • Users with Creator permissions may also select the heart button next to the content title when viewing a dashboard or report.
    Reference - Person report open, with a blue heart displayed to the right of the report title

View Your Favorites

To view your favorites in one place, select the Personal tab in the left-nav menu, then select Favorites.

Emburse Analytics Favorites page showing saved reports and dashboards, with the Favorites option highlighted in the left navigation menu

Use the tabs across the top of the list to filter favorites by All, Folders, Dashboards or Reports. Or use the Search box to go directly to a specific favorite.

Top of the Favorites dashboard with All, Folders, Dashboards and Reports tabs displayed and Search box on the far right

Remove a Favorite

To remove a dashboard or a report from Favorites, navigate to the Favorites screen or to the folder containing the desired item and select the heart button next to it. That dashboard or report will disappear from your list.

Alternatively, you may select More actions More Actions next to the name of the report or dashboard and then select Remove Favorite.

Folder view with a solid black heart highlighted to the left of one report and the More Actions menu open on another report with Remove Favorite selected

Users with Creator permissions may deselect the heart button next to the content title when viewing a dashboard or report.

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