Create bookmarks
You can create bookmarks for reports or filtered reports.
To create a bookmark for a filtered report, first, apply the filters, and then create the bookmark. For details, see Apply filters.
Note: You can create bookmarks only for reports. This feature does not apply to other content types.
Prerequisites
- You have the permissions to create and share bookmarks. These permissions are granted by an administrator in Access Manager.
- You have a report open in the main content area. For details, see Work with content.
Procedure
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On the application sidebar, click
Bookmarks.
The Bookmarks pane appears.
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Select a folder to store your bookmark. The default root folders are the following:
- Shared Bookmarks – Bookmarks stored in this folder can be accessed by other users.
- My Bookmarks – Bookmarks stored in this folder are visible only to you.
You can also create a folder within any of the existing folders. For details, see Organize bookmarks.
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Next to the selected folder, click
Add item, and then click Bookmark.
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At the bottom of the pane, type a name and description for your bookmark.
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Click Create.
The bookmark is created in the selected folder.
For details on how to manage bookmarks, see Manage bookmarks.
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