Personalise Your Navigation with Custom Favourites

Create your favourites list

Using the option for “Favourites” on the main menu you can create a list of your most visited pages and reports.

Navigating to Your Favourites

• Go to Main Menu → Favourites → Manage Favourites.

Adding Destinations to Your Favourites

Populate your top card with the tools and reports you rely on most:

1. Explore the comprehensive list of available navigation options and reports located below your current favourites card.

2. Find the item you wish to bookmark.

3. Click the action menu at the end of the row → select Add.

4. Press Save

5. These will now appear in your favourites dropdown

Personalising and Reordering Your Favourites

• Custom Display Names: Give any menu option a nickname that makes total sense for your daily flow using its action menu.

• Reordering: Grab the drag-and-drop handles on the left side of the table to rearrange items into your ideal sequence.