Overview

Bookmarks and Snapshots provide a means to return to a report's current state at a later date.


The difference between a report Bookmark and a Snapshot is as follows.

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.

SnapshotsAllow 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.

Click on either of the names to learn more about it.


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:


  1. Navigate to Administration > Admin Console > Role Management
  2. Edit the Role(s) you wish to give Bookmark and Snapshot access to
  3. Enable the General > Bookmarks and Snapshots permission
  4. Save your changes
    Note: in order to access the newly enabled functionality, users will have to log out and then log in.