Bookmarks⚓︎

The Bookmarking feature allows users to save and manage the current state of a report (bookmarks) within the application. This enhances user efficiency by enabling quick access to frequently used views or filters, reducing repetitive configuration steps.

Key Features⚓︎

• Save the Report State as Bookmarks Users can create bookmarks based on the current state of the report, including filter selections (e.g., date ranges, categories, statuses, etc.).
• Quick Access to Bookmarks Bookmarks are listed in the Manage Bookmarks dialog, allowing users to apply a saved bookmark with one click.

Requirements:⚓︎

• The option to 'Show Manage Bookmarks' needs to be enabled on the report in the Portal:

• If users will use the filter panel to apply the filters, the option to 'Show Filters Pane' also needs to be enabled:

How to Use:⚓︎

Creating a Bookmark⚓︎

• Apply desired filters in the filter panel or report page.

• You can also save filter contexts by applying a slicer value and/or selecting a filtering value on a visual:

• Click the three-dot menu and press Capture Bookmark.

• Enter a Bookmark Name.
• Click Save.

The bookmark will now appear in your bookmarks list.

Applying a Bookmark⚓︎

• Click the three-dot menu and press Manage Bookmarks.

• Select a bookmark from the list by clicking on 'Apply bookmark'.

• The associated filters will be instantly applied to the view.

Deleting a Bookmark⚓︎

• Open the Manage Bookmarks dialog.
• Click the Delete icon next to the bookmark.

• Confirm deletion.