Company > Users > Bookmarks

A bookmark is a shortcut to a report with predefined filter settings. This allows the user to quickly open a report to a previously saved state. Users create and manage their own bookmarks from the Bookmarks icon on the top-right of the report screens.

Clicking the bookmarks icon opens the list of bookmarks defined for the user and the user's role, if any. Users can create a new bookmark for the current report, and they can edit and delete existing bookmarks assigned to their account. User's cannot edit bookmarks assigned to their role.

Administrators can create and manage bookmarks on the Bookmarks screen in Setup. 

The Bookmarks screen lists the bookmarks defined for all roles and user accounts. On the screen:

• To modify a bookmark, select it, make changes, and click Save.
• To purge a bookmark, select it and click Delete.
• To copy all the bookmarks for a role or user to another role or user, select the role or account, use the Copy To property to identify the target, and click Save.
• To create a role or account not already in the list, click New Role, use the Copy To property to identify the role or user to add to the list, and click Save.
• To create a new bookmark, click New Bookmark, name the bookmark, select the role or user to own the bookmark, include an Action Identifier, and click Save.
  Tip: When creating a bookmark , define the options on the report screen and create a personal bookmark of the settings with the Bookmark the page button. Then use this screen to locate the definition — which will be assigned to you — then assign the bookmark to the intended role or user with the Role property. You cannot define the report options from this screen.