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Bookmarks & Sharing

Bookmarks are useful to return to regular analyses and filter sets commonly used for reporting or deep dives. If you have a regular view of the data, a bookmark is also a good alternative to creating an entirely new dashboard, as it contains a subset of the view while retaining all of the fields available for analysis.

Common use cases for Bookmarks include:

  • Weekly/Monthly reporting
  • Setting filters for specific users/use cases (eg. teams or executives with a narrower view, an account manager's book of clients)
  • Answering common troubleshooting questions by starting with a subset of problem dimensions

Prefer video? Check out our YouTube playlist for a quick start!

How to set and use Bookmarks​

On the top right portion of the screen, you will see the Bookmark icon to bring up the option to save a bookmark. Clicking that icon brings up options to save the current page as your home screen, create a new bookmark page, or to see your list of bookmarks (and shared bookmarks).

On the bookmark screen, you'll then be able to set the options related to the saved view:

  • Name: Set a name and description (optional)
  • Filters: All filters from your previous analysis will be carried into the bookmark. Add/remove any additional filters as necessary
  • Shared or Local: Select a category (for admins who wish to make a public bookmark)
  • Save Filters Only: this option will save only the filter combination to be re-used later without restricting the measures and dimensions
  • Absolute Dates: use this option if you have a saved time period and return exactly to that period versus using the time period filter