Favorites menu

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  1. Favorites menu items
  2. Search in the Favorites menu
  3. Edit Favorites
  4. Edit reports in Favorites menu
    1. Rename report in favorites
    2. Delete a report from favorites
  5. Add a folder in Favorites menu
  6. Edit folders in Favorites menu
    1. Rename folder in favorites
    2. Delete a folder from favorites
  7. Edit ites hierarchy in Favorites menu

To load the Favorites menu click on the Favorites menu option icon  or click on the Favorites menu option when the main menu is expanded.

Favorites menu items

The Favorites menu is loaded to show the reports marked as favorites from the reports menu or from the tab header. Items in the Favorites menu can be renamed and organized in a tree hierarchy with folders and sub folders.

The folders have the "expand" icon in front of the folder name (for collapsed folders). Expanded or opened folders in the Reports menu have the "collapse" icon in front of the folder name.

Reports can be distinguished in the Favorites menu by the favorite icon behind the report name.

Search in the Favorites menu

To search for folders or reports in the Favorites menu:

Type a keyword in the search box of the Favorites menu.

The menu shows only items that contain the search keyword in their name.

In case the results are reports than their parent folders hierarchy is also part of the search results even though some or all of the folders in the parent patch do not contain the search word.

In case the result is a folder than its content (children in the hierarchy) are displayed even though some or all of the children do not contain the search word in their names

Edit Favorites

To edit your favorites click on the Edit option in the top left corner of the Favorites menu. This loads the Favorites menu in edit mode. In edit mode there are two options in the top left corner of the Favorites menu: Save and Cancel.

In the edit mode each Favorites menu item gets a context menu using which can be used to apply changes to the menu item. The New folder option which appears in edit mode allows users to create folders and organize  favorites in a hierarchical folder structure with folders and sub folders. Additionally the order of appearance of the menu items can be changed as well as their position in the Favorites menu structure.

Once the edits to the favorites menu have been made, select the Save option to apply the changes or Cancel to discard any changes made in the editing session. The Cancel option can be used to exit the edit mode.

Edit reports in Favorites menu

The context menu of a report in the favorites menu (edit mode) has two options:

Rename

Delete

Rename report in favorites

To rename a report:

Click on the context menu icon for the report.

Select the Rename option from the context menu.

The menu item is transformed into a text box you can edit with a tick mark and X icons on the right of the box, or by pressing Enter and Esc.

Edit the name of the report in the text box, then select the tick mark icon, or press Enter.

The text box is closed, the name of the report in the menu is changed.

 Renaming a report in the Favorites menu does not change the name of the matching report in the Reports menu.

Delete a report from favorites

To delete/remove a report from Favorites when in edit mode:

Click on the context menu icon for the report.

Select the Delete option from the context menu.

A confirmation pop-up appears to confirm the delete action with Yes and Cancel buttons.

Click on the Yes button.

The confirmation pop-up is closed and the report is gone from the menu.

Deleting a report in the Favorites menu does not delete the matching report in the Reports menu.

Add a folder in Favorites menu

To add a folder in the Favorites menu:

Select the New folder link which appears in the edit mode of the Favorites menu.

An editable text box appears in the menu labelled New Folder.

Enter a name for the new folder and click on the tick mark icon, or press Enter.

The text box is replaced with a new folder in the menu.

Edit folders in Favorites menu

The context menu of a folder in the favorites menu (edit mode) has two options:

Rename

Delete

Rename folder in favorites

To rename a folder:

Click on the context menu icon for the folder.

Select the Rename option from the context menu.

Edit the name of the folder in the text box, then select the tick mark icon, or press Enter.

The text box is closed, the name of the folder in the menu is changed.

Delete a folder from favorites

To delete/remove a folder from Favorites when in edit mode:

Click on the context menu icon for the folder.

Select the Delete option from the context menu.

A confirmation pop-up appears to confirm the delete action with Yes and Cancel buttons.

Click on the Yes button.

The confirmation pop-up is closed and the folder is gone from the menu.

 Deleting a folder in the Favorites menu removes all of its content: sub-folders and reports.

Edit ites hierarchy in Favorites menu

When in edit mode you can do the following reorganizations in the Favorites menu structure:

Change position of a folder in the menu

Change position of a sub folder in the parent folder

Change position of a favorite report in the menu

Change position of a favorite report in the parent folder

Move a report from one to another parent folder

Move a report from the menu to inside of a folder

Move a sub folder from one to another parent folder

Move a folder from the menu to inside of a folder

Move a report from inside of a folder to the menu (root level)

Move a sub folder from inside of a folder to the menu (root level)

All of the above mentioned actions are possible with a simple drag&drop operations with the menu items (reports or folders).

 When a folder is being moved in the Favorites menu all of its content is also moved to the new position: sub-folders and reports.

 

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