Bookmarking Reports

You can bookmark reports in the Daily Dashboard with specific filter options so that you can return to them quickly.

Select Dashboarding from the menu.
The Daily Dashboard page opens.
Select a report.
Select filter options to show the data that you want to bookmark.
Select Add Bookmark.
The Add Bookmark dialog box opens.
Enter a Bookmark Name.
Select Private or Public for the Type.
All users in your institution can see public bookmarked reports.
Select Save.
The bookmarked report shows in the report list nested under the base report.

After the bookmarked report is added, you can:

Select Edit Bookmark to update the bookmarked report name and type.
Note: You cannot edit a bookmarked report's filter settings.
Select Manage Reports, and then use the Move option to reorder the report in the report list.
Select Delete to remove the bookmark from the report list.

Note: If you receive an error when you open a bookmarked report, then delete and add the bookmark again. The error occurs when the report is updated.