Favorites

SEI allows users to create shortcuts for any view listed in Data Models and Views (Charts, Worksheets, Gauges, Maps and Dashboards).

This feature allows users to quickly access frequently used views.

To save a favorite :

  1. From Data Models and Views, right-click the view you wish to save.
  2. Select Add to Favorites.

  3. The views you chose are added to the Favorites list. Click to view them.

    Example

  4. Right-click a favorite file in the Favorites tab to modify options.

    Right-click Option Description

    Open

    To open the favorite.

    Rename View

    To change the name.

    Remove Favorite

    To delete the file from the Favorites tab.

    Set as Landing Page

    To save the favorite as the default file that will be opened upon signing in.

    Subscribe

    To configure the distribution for the current user on the selected view.

    Manage Documentation

    To select files to upload as reference documents for the users. Add as many files as needed.

    Notify Users About Modification

    To set notifications.