You can use bookmarks to save the current state of your report, including filters and personalized visualizations, so you can easily access it any time and share it with your team.
To create a new bookmark:
- Once you have your filters and personalizations set up the way you want on your report, select the bookmark icon at the top-right corner of the screen.
- Enter a name for the bookmark (e.g., Crisp Brand Products).
- Choose whether you want the bookmark to be private or shared with all users who have access to the workspace.
- Select the Save button.
Your bookmark is saved. You can access it from the left navigation menu by selecting Bookmarks.
To manage a bookmark:
- From the left navigation menu, select Bookmarks.
- Select the more icon to the right of a bookmark.
- If you want to change the name or privacy of the bookmark, select Edit and make your changes.
- If you want to delete the bookmark:
- Select Delete.
- From the confirmation window that appears, select the Delete button.
Your bookmark is now deleted for you and any others who had access to it.
- Select Delete.