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Features Overview
Features for Insights

Favorites

6min

Summary

Qualetics Insights can be saved with user filters in the Favorites section of the portal for quick access. The process to create user preferred insights includes navigating to the desired insight, clicking on the favorite-insight button, entering a preferred name in the dialog box, and saving the insight. Saved favorites can be accessed from the Favorites button in the left navigation menu and are grouped under the Client Instance they were created in.

— AI Generated

Qualetics insights are always shown in standard preset mode in the Product Analytics, Software Quality Analytics & Search Analytics screens. However, users might want to save insights with their own filters for faster access to their preferred insights.

Such preferred insights are available in Favorites section of the portal once created. The following steps describe the process to create user preferred insights or their Favorites.

How to Generate a Favorite View?

In order to generate a Favorite view on any Qualetics Insight using Rest API integration method, use the following steps.

Go to the Visualize View of any Qualetics Insight

Click on Advanced View
Click on Advanced View

Visualize View
Visualize View


Click on the Favorite-insight button (Indicated by a Floppy Disk Icon) below the Visualization

Favorite-Insight Button
Favorite-Insight Button


A dialog box is displayed which contains a text box to enter your preferred name to the Favorite insight.

Save Favorite
Save Favorite


If any filters are applied on the insight while viewing, the filters are automatically carried over while saving the favorite view. In the view above, a specific action was selected while viewing the insight and the action is displayed in the dialog box.

Click on the Save button to save the favorite insight. Once saved, a confirmation message is displayed as shown below.

Favorite insight saved successfully
Favorite insight saved successfully


How to Access Favorites?

Favorites are now accessible when clicked on the Favorites button in the left navigation menu

Favorites Menu
Favorites Menu


All the saved favorites are available in the favorites page as displayed below.

Saved favorites
Saved favorites


How to Access Favorites under a different Client Instance?

Important Note:

All Favorites are grouped under the Client Instance they are created under. In oder to view a favorite created under a different client instance or the Master view, use the Client Instance dropdown to change the Favorites view

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Updated 24 Jul 2023
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TABLE OF CONTENTS
How to Generate a Favorite View?
How to Access Favorites?
How to Access Favorites under a different Client Instance?
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