Bookmarks & Snapshots

Overview

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

1. Save As 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.
2. Bookmarks 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.
3. Snapshots 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.

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.

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.