Page History

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1. Click on the Bookmarks menu in the Report Builder
2. Select the Save As option from the displayed drop down menu
   
3. Fill in the details required in the Save As lightbox
   
   1. Name: provide a new name for your report
   2. Description: change the description of your report if required.
      Note: We recommend you describe the report so users understand what filters have been applied.
   3. Category & Sub Category: define the storage location of the report
   4. Tags: apply tags for easy searching and additional categorisation if required
   5. Security: initially the report will be Public (open to anyone that has access to the category and sub category its stored in), to secure the report simply select users or groups that should have access.
4. Click Ok to save the report

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This allows 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.

Creating a Bookmark

In order to save a Bookmark of your report, in its current filtered and drilled state:

1. Click on the Bookmarks menu in the Report Builder
2. Select the Create Bookmark option from the displayed drop down menu
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3. Fill in the details required in the Create Bookmark lightbox
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   1. Name: provide a name for your bookmark
   2. Description: provide a description of your bookmark
      Note: We recommend you describe the report so users understand what filters have been applied.
   3. Security: initially the bookmark will be Public (open to anyone that has access to the category and sub category the report is stored in), to secure the bookmark simply select users or groups that should have access.
4. Click Ok to save the bookmark

Viewing a Bookmark

Using a Bookmark

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This allows 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.

Creating a Snapshot

In order to save a Snapshot of your report, in its current filtered and drilled state:

1. Click on the Bookmarks menu in the Report Builder
2. Select the Create Snapshot option from the displayed drop down menu
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3. Fill in the details required in the Create Snapshot lightbox
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   1. Name: provide a name for your snapshot
   2. Description: provide a description of your snapshot
      Note: We recommend you describe the report so users understand what filters have been applied.
   3. Security: initially the bookmark will be Public (open to anyone that has access to the category and sub category the report is stored in), to secure the snapshot simply select users or groups that should have access.
4. Click Ok to save the snapshot

Viewing a Snapshot

Using a Snapshot

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