Using Favorites

In this section:

You can further customize your Home Page by using the Favorites feature. Favorites can be reports, graphs, hyperlinks, Reporting Objects, and other item types. The Favorites feature provides a convenient and fast way to find and use your favorite content, without having to search for it. You can interact with your favorite content and view its properties, and also access Favorites from a mobile device.

From the Home Page, Favorites appear in the Favorites area, as shown in the following image.

From the Legacy Home Page, Favorites appear in the Resources tree, as shown in the following image.

Adding Content to Favorites

You can add items to Favorites from any workspace or folder if you have permission to do so. To designate an item as a Favorite, right-click the item, and click Add to Favorites. To remove an item as a Favorite, right-click the item and click Remove Favorite.

If you right-click the item from the Home Page, you can select from the following options, depending on file type:
  • Click Run or select a different way to run the item by pointing to Run....
  • Point to Schedule, and choose a scheduling option for the item.
  • Click Edit or Edit with text editor to edit the item in the appropriate tool or text editor.
  • Click Remove my customizations to remove customized item settings.
  • Click Remove from Favorites to remove the item from the Favorites view.
  • Click Properties to open the Properties panel, and edit the properties of the item.
If you right-click the item from the Legacy Home Page, you can select from the following options, depending on file type:
  • Click Run or select a different way to run the item by clicking Run Deferred or Run With SQL Trace.
  • Point to Schedule, and choose a scheduling option for the item.
  • Click Edit or Edit With to edit the item in the appropriate tool or text editor.
  • Click Remove My Customizations to remove customized item settings.
  • Click Change Title to change the item title.
  • Click Remove Favorite to remove the item from the Favorites view.
  • Click Properties to open the Properties panel, and edit the properties of the item.

Accessing Favorites from a URL

You are not required to save items to Favorites to view them on mobile devices. The Home Page is optimized for viewing on mobile devices. It automatically adjusts to a smaller screen or browser width. There are several interface and functionality changes that occur when you switch from the full view to the mobile view.

You can create and share a URL to your Favorites, allowing you or other users to access your Favorites directly.

In a desktop or mobile browser, type the address below.

http://server:port/ibi_apps/favorites

where

server

Is the name of the server on which WebFOCUS is installed.

port

Is the port number on which the server is listening.

Assigning Tags to Content Items

To refine a search for content within a workspace or folder in your repository, you can assign tags to content items. These tags provide additional search criteria that you can use to identify related content items quickly. Tags are turned off by default, and display as a column in the list view of the WebFOCUS Home Page.

To test the tag you assigned to the item, perform a search. The tag and item should appear in the search results. An example of a Product tag is shown in the following image.

Using the Mobile Faves App

Mobile Faves is a simple, intuitive app that empowers users of iPad and iPhone devices, or Android phones and tablets, with robust, innovative, easy-to-use reporting and analysis. The app allows users to manipulate data from a variety of sources in an almost unlimited number of ways in just a couple of taps. Users can also manage their business dashboards and content for viewing and interactive analysis, even when they are not connected to the Internet.

Items must be tagged as FAVES to be viewed in the Mobile Faves app. Migrated Mobile Favorites created prior to WebFOCUS Release 8.2 Version 04 are automatically assigned a localized Mobile Faves tag during the migration process.