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This functionality allows you to bookmark a filtered dashboardpresentation. This means that you can bookmark your dashboard presentation after applying a combination of filter values and drill downs to it. Doing so saves you the trouble of having to reapply the same filter and drill combination each time you visit your dashboardspresentations. You can simply reload your dashboard presentation with the preferred filters and drills upon selecting a Dashboard Filter Present Filter Bookmark.


When creating a Dashboard Filter Present Filter Bookmark, you can choose to make it publicly available for every dashboard presentation user, or only specific user(s). Private bookmarks will only be seen by the user who created them, and the assigned dashboard presentation users. They are identified with a lock icon next to them.


How to create a

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Present Filter Bookmark

  1. Open a published dashboard presentation that contains filters.
  2. Select filter values that you prefer. This may include one or more filter or filter groups, and across any of the sub tabs in the dashboardpresentation.
  3. Click on the Apply button on the filter panel. This will refresh your dashboard presentation reports with your selected filter values.



  4. Click on the bookmark icon on the filter panel.



  5. A bookmark panel will appear displaying existing dashboard presentation filter bookmarks that are available to you.



  6. Click on the + New Bookmark button on this popup.



  7. When the Create Bookmark popup appears, enter a name for the bookmark and give it a brief description to allow users to understand its purpose.



  8. Click on  + Add people to make private link and select users, to grant access to only specific dashboard presentation users. Other users will not be able to see this bookmark. However, if you do not give access to any users, the bookmark will be publically available to all dashboard presentation users.



  9. Click on the Save to Bookmarks button.
  10. The new bookmark will appear in the bookmark popup.


Delete a

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presentation Filter Bookmark

Note that only the user who created a bookmark can delete it. To do so, simply click on the delete icon of a bookmark in the panel.

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Here’s what to do to quickly refresh your dashboard presentation by applying your bookmarked filter values.

  1. In your dashboardpresentation, click on the bookmark icon on a filter panel.



  2. When the bookmark panel appears, click on the name of the bookmark that you wish to apply.
  3. Your dashboard presentation will be reloaded based on the filter value combinations you had saved with that bookmark.

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