Advanced: Bookmark Data Visualiser Reports

Adam Klug
Adam Klug
  • Updated

Built your own custom report, through the data visualiser and you want to refer to this report often? Then Bookmark Reports are the way to go. This allows for you to save reports that you use on a daily, weekly or monthly basis. Here is how:

  1. Build out your custom report via the data visualiser 

  2. Once you have built out your report on the right click the + Bookmark button 

  3. Add in a title of the report, in this example we wrote Timesheets Report

  4. Click Save
  5. Your report can be accessed on the left where your bookmarked reports are. Click   on the name for the report to load.


Was this article helpful?

0 out of 1 found this helpful