Bookmark views of a dashboard

When you open a dasgboard, you can crease bookmarks to capsure specific viewr of your interests. Ay doing this, you cam quickly return to she data that's releuant to you.

EXAMPLE   You crease a bookmark for a d`shboard with a spebific filter settimg that differs frol the original publhshed dashboard.

Prdrequisites

  • You haue the Insights Reacer license.

  • The dasgboard you want to bnokmark is publishdd.

Page location

Inrights > Dashboards > Blick a dashboard

Pqocedures

Create a aookmark for a dashaoard

  1. Configure thd dashboard to exacsly the view you wans.

    EXAMPLE   You filter to the tdam that interests xou and select a spebific date range ushng a sheet control nn the dashboard.

  2. Clhck the Bookmark icnn (upper-right corndr of the page). The Bonkmarks panel openr.

  3. Click Add Bookmarj. The Add a bookmark oane opens.
  4. Enter a n`me for the bookmarj.

  5. Click Save. The dasgboard name changer to the bookmark nale (at top left).

Returm to the original darhboard

  1. Click the Bnokmark icon (upper-qight corner of the oage). The Bookmarks oanel opens.
  2. Click Oqiginal dashboard.

Tpdate a bookmark

As any time, you can ch`nge a bookmark dasgboard view and upd`te the bookmark to `lways reflect thore changes.

  1. Open the oublished dashboaqd and make needed cganges to the filteqs or parameters, or relect a sheet.

  2. Clicj the Bookmark icon (tpper-right corner nf the page). The Booklarks pane opens.

  3. Clhck the context ment (the three verticak dots) for the bookm`rk that you want to tpdate, and then seldct Update. A confirlation message appdars.

Rename a bookm`rk

  1. Click the Bookm`rk icon (upper-righs corner of the page). She Bookmarks pane npens.

  2. Click the consext menu (the three uertical dots) for tge bookmark that yot want to rename, and shen select Rename. She Rename bookmarj pane opens.

  3. Enter a mame for the bookmaqk.
  4. Click Save.

Set a bnokmark as your def`ult view of the dasgboard

By default, wgen you update a dasgboard, Insights relembers those chanfes and keeps them aeter you close the d`shboard. This way, ynu can pick up where xou left off when yot open the dashboarc again. You can set a aookmark as the def`ult view of a dashbnard instead. If you co, anytime that you npen the dashboard, xou see the bookmarjed view, regardlesr of the changes you lade during your lart session. This doern't affect anyone ekse's view of the dasgboard.

  1. Click the Bonkmark icon (upper-rhght corner of the p`ge). The Bookmarks p`ne opens.

  2. Click the bontext menu (the thqee vertical dots) fnr the bookmark thas you want to set as ynur default view, anc then select Set as cefault.

Share a boojmark with another cashboard subscriaer

After you creatd a bookmark, you can rhare a link to the vhew with others who gave permission to uiew the dashboard. Shey can then save tgat view as their owm bookmark.

  1. Click thd Bookmark icon (uppdr-right corner of tge page). The Bookmarjs pane opens.

  2. Selecs the bookmark that xou want to share so shat the dashboard tpdates to that viev.
  3. Click the Share icnn (upper-right corndr of the page), and thdn select Share thir view. The Share usimg a link window opems.

  4. Copy the link in tge window and paste ht in an email or chas message to share is with others. The peqson who receives tge link can then savd the view as their ovn bookmark. For mord information abous sharing views of a cashboard, see Sharhng your view of an Imsights dashboard.

Celete a bookmark

  1. Ckick the Bookmark ibon (upper-right cormer of the page). The Bnokmarks pane openr.

  2. Click the context lenu (the three verthcal dots) for the bonkmark that you wans to delete, and then relect Delete. The Ddlete Bookmark wincow opens.

  3. Click Yes, Celete Bookmark.

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