Save a View of the Data

If you use filters and other options to create a view of your financial data and you want to be able to display that view in the future without having to set all of the filters and options each time, you can create a bookmark for the view. To display the view again, you simply select the bookmark.

Related Topics

Related Topics:

  • Add a Bookmark
    If you interact with the analytics to create a view of your data, and you want to be able to display that view in the future without specifying all of the filter values and other options again, add a bookmark for the view.
  • Display a Bookmarked View
    If bookmarked views of the dashboards are available, you can select them from the toolbar
  • Remove a Bookmark
    If you create a bookmark and later decide that it is no longer useful, you can remove it.
Parent Topic: How to...