Saving and Sharing Views as Favorites

Getting Started

Global Functions

Lucanet Lume

Administration

Extended Planning & Analysis (xP&A)

Consolidation & Financial Planning

User Interface of Lucanet Consolidation & Financial Planning

General Functions

Basic Configuration

Dashboards

Reporting & Analyzing

Elements in Ledgers and Schedules

Functions in Ledgers and Schedules

Display in Ledgers and Schedules

Views in Ledgers and Schedules

Creating and Configuring Views

Saving and Sharing Views as Favorites

Elements in Directory Structures

Creating a Postings Report

Import and Journals

Planning

Consolidation

Dimensions

Excel-Integration

Workspace Configuration

ESG Reporting

Disclosure Management

XBRL Tagger

Lease Accounting

Banking & Cash Management

Data Collection

Tax Compliance & Reporting

Glossary

In the dimension bar of Consolidation & Financial Planning, you can save custom views of a ledger or schedules as favorites. This allows you to quickly access frequently used views without having to reconfigure the dimension bar.

You can also share your favorite views with other users.

To open the Favorites menu, click the star icon in the dimension bar of a ledger or schedule. The Favorites menu appears as follows, for example:

Displays the dimensions bar for a ledger. The star icon in the upper-left corner and the expanded favorites menu are highlighted in red. — Favorites menu

The following options are available in the Favorites menu:

Select the Add to favorites option to save the currently open view of the ledger or schedule as a favorite under a custom name. The favorite will then appear under My favorites in the Favorites menu.

Using the Manage favorites option, you can rename, reorder, and copy existing favorites to share them with other users. The Manage favorites dialog appears as follows, for example:

Shows the 'Manage Favorites' dialog — 'Manage Favorites' dialog

The following options are available for managing favorites:

Option	Description
Rename a favorite	Select a favorite and click Edit to change the name.
Copy a favorite to share	Select a favorite and click Copy to share to copy the favorite to the clipboard and send it to another user. Note: In order for other users to open the view shared via the favorite, they must have the appropriate access permissions for the ledger or schedule in question.
Create a new favorite folder	Select the My favorites root folder and choose **Create
Move a favorite	Select a favorite and choose Cut from the context menu. Then paste the favorite into the desired location in the Favorites menu.
Change the order of favorites	Select the My Favorites root folder and choose Change order from the context menu. In the Change order dialog, you can then sort the favorites alphabetically or drag them manually to the desired position.
Delete a favorite	Select a favorite and choose Delete from the context menu to delete it.