Bookmarks & Snapshots

Overview

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

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 > General > Role Management
2. Edit the Role(s) you wish to give Bookmark and Snapshot access to
3. Enable the General > Bookmarks & 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.

Save As

This 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.

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

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

Note: We recommend enabling the filter legend display on your report so that users can fully understand the results they are viewing.

See Filter Formatting for more information.

Bookmarks

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
   
3. Fill in the details required in the Create Bookmark lightbox
   
   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

In order to view a bookmark you will need to:

1. Locate and open the report it is based on
2. Click on the Bookmark button on the left navigation panel
   
3. Select the name of the Bookmark you wish to view
   

Using a Bookmark

Deleting a Bookmark

Snapshots

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
   
3. Fill in the details required in the Create Snapshot lightbox
   
   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

In order to view a snapshot you will need to:

1. Locate and open the report it is based on
2. Click on the Snapshot button on the left navigation panel
   
3. Select the name of the Snapshot you wish to view
   
   Note: when you are viewing a snapshot you will see the following message to remind you that the report is static and contains historical data. Click on the link to return to the live report.
   

Using a Snapshot

Deleting a Snapshot