Save Report Filter Selections for Future Use

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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