---
title: "Saving and Sharing Views as Favorites"
description: "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.\n\nYou can also share your favorite views with other users."
source_url: https://support.lucanet.com/en/documentation/consolidation-financial-planning/report-analyze/views-ledgers-schedules/create-views-as-favorites-and-share
language: en
last_updated: 2026-05-28
---
# Saving and Sharing Views as Favorites

## Overview

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.

## Opening the Favorites Menu

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:

Favorites menu

## Options in the Favorites Menu

The following options are available in the Favorites menu:

### Add to favorites

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.

### Manage favorites

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:

'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 | Folder** from the context menu to create a new folder in the Favorites menu. |
| 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. |