Overview
Bookmarks and Snapshots provide a means to return to a report's current state at a later date.
Types
The three options available are:
Save As | Allows you to essentially save a copy of your current report, with the drill paths and filter values you have currently applied as pre-defined (not user prompt) filters. |
Bookmarks | Allow 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. |
Snapshots | Allow you to save the result set of your current report with the drill paths and filters you've currently applied. A snapshot becomes a static report, meaning that you can no longer interact with it, it has been designed to preserve a result set at a point in time to use for comparison later. |
Enabling Bookmarks & Snapshots
In order to use the Bookmark and/or Snapshot functionality in Yellowfin, you will need to ensure the required permission is enabled by completing the following:- Navigate to Administration > Admin Console > Role Management
- Edit the Role(s) you wish to give Bookmark and Snapshot access to
- Enable the General > Bookmarks and Snapshots permission
- Save your changes
Note: in order to access the newly enabled functionality, users will have to log out and then log in.