Overview

This functionality allows you to bookmark a filtered dashboard. This means that you can bookmark your dashboard 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 dashboards. You can simply reload your dashboard with the preferred filters and drills upon selecting a Dashboard Filter Bookmark.

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

How to create a Dashboard Filter Bookmark

1. Open a published dashboard 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 dashboard.
3. Click on the Apply button on the filter panel. This will refresh your dashboard 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 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 title for the bookmark and give it a brief description to allow users to understand its purpose.
   
   
   
   
8. Enable the Private toggle to make the bookmark available to specific dashboard users. Or disable it to make it publicly accessible to all users of the dashboard.
9. If making the bookmark private, specify which users to share it with. If no user is specified, then only the creator of the bookmark will be able to use it.
   
   
   
   
10. Click on the Save to Bookmarks button. The new bookmark will appear in the bookmark popup.

Delete a Dashboard 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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How to apply a saved bookmark

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

1. In your dashboard, 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 will be reloaded based on the filter value combinations you had saved with that bookmark.

Note:

• If a saved filter in a group of bookmarked filters was deleted, the other filters would still work when the bookmark was activated. Similarly, adding a new filter would not affect other saved filter values in a bookmark.