Bookmarking Reports

Use this information to bookmark reports with specific filter options so that you can return to them quickly.

Navigate to Dashboarding.
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 Add.
The bookmarked report shows in the report list nested under the base report.

After the bookmarked report is added, you can:

Select Manage Bookmark to update the bookmarked report name and type.
Note: You cannot edit a bookmarked report's filter settings.
Use to move the report in the report list.
Use to remove the bookmark from the report list.

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