Overview
Bookmarks and Snapshots provide a means to return to a report's current state at a later date. The options include:
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. |
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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. |
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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 > General > Role Management
- Edit the Role(s) you wish to give Bookmark and Snapshot access to
- Enable the General > Bookmarks & Snapshots permission
- Save your changes
Note: in order to access the newly enabled functionality, users will have to log out and then log in.
Save As
Save this report with filters and drill applied as a new report. The report filters will have the current filters set as default values.
Bookmarks
A bookmark saves your currently applied filter and drill down settings. It allows you to easily jump back to this point in the report.
Creating a Bookmark
Viewing a Bookmark
Using a Bookmark
Deleting a Bookmark
Snapshots
A snapshot will save the report and its data as you see it now. This will allow you to share both the data and the filter settings.
Creating a Snapshot
Viewing a Snapshot
Using a Snapshot
Deleting a Snapshot