Bookmark

Overview

This allows you to save the drill paths and filter values you have currently applied to the report in order to reapply them to fresh data at a later date.

Creating a Bookmark

In order to save a Bookmark of your report, in its current filtered and drilled state:

  • Click on the Bookmarks menu in the Report Builder
  • Select the Create Bookmark option from the displayed drop down menu

  • Fill in the details required in the Create Bookmark light box

  • Click Ok to save the bookmark

Viewing a Bookmark

In order to view a bookmark you will need to:

  • Locate and open the report it is based on
  • Click on the Bookmark button on the left navigation panel

  • Select the name of the Bookmark you wish to view

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