Managing Bookmarked Views

The Bookmark feature allows you to bookmark a specific set of filters and configurations applied to a report, so that you can quickly return to that exact view later. It does not create a new report but saves the current state (filters, selections) as a view, which can be private or public.

To bookmark a view

1. When you made changes to a report that you want to bookmark, click Bookmark > Save Current View. The Save Current View dialog is displayed.
2. Enter a meaningful view name and (optionally) a description.
3. Select a visibility option:
Personal—The view is only visible to you.
Public—The view is visible to all users in your environment.
4. Click Save View.

After you saved a view, you can return to the same report later and apply the view.

To manage bookmarked views

1. Navigate to the bookmarked report.
2. Click Bookmark > Show Saved Views. The Saved Views dialog displays the list of views.
3. Select a view.
4. You have the following options:
Apply a view—Click the View icon. The bookmarked view (that is, the filters) are applied to the report.
Edit a view—Click the Edit icon. Edit the view’s properties—name, description or visibility options—and click Update View.

Tip:To save an edited version of a view, apply the filters as desired and click Save Current View.

Apply a view—Click the Delete icon. Confirm that you want to delete the view.