Create Report Bookmarks
Last updated
Last updated
You can create report bookmarks to capture the current state of a report page. A bookmark can be saved as the user's default view for that report. It can also be made available to other report viewers in your organization by saving as a public bookmark.
Bookmarks can only be viewed when the report is selected. That is, if you are viewing Report A, you cannot see the bookmarks for Report B.
When you create a bookmark, the following will be saved:
Current page (for multi-page reports)
Filters
Slicers
Cross-filter highlights
Sort order
Drill location
When Use as Default View is set to Yes, you will be brought to the bookmarked page when you select the report from the content menu. If multiple bookmarks within a report are marked as default, the most recently created or updated bookmark will serve as the actual default.
Public bookmarks will appear in the bookmarks menu for all other users that have access to the report.
Open the report you'd like to view the bookmarks for.
Select the Bookmarks icon . If your site is using the Classic or Modern theme, it is in the top right corner next to your profile photo. If your site is using Minimal theme, it is in the bottom left corner.
If there are bookmarks for the report, they are displayed in the menu that appears.
Select a bookmark to view it.
Select Add Bookmark.
Enter a Bookmark Name.
Under Use as Default View, select Yes or No.
Under Is Public Bookmark, select Yes if you'd like the bookmark to be available to all other report viewers in your organization.
Select Save.
Select the Bookmarks icon to view the Bookmarks menu.
Select the Edit icon beside the Bookmark you'd like to edit.
To update the bookmark, make your desired changes and select Save.
To delete the bookmark, select Delete.
The Reporting Hub's report bookmarks support personalized visuals. Personalized visuals allows users to modify visuals in a report without leaving the report reading view and without changing the original report. With personalized visuals, report viewers can change visuals themselves and save their changes as a bookmark to visit later.
With personalized visuals, users can:
Change the visualization type
Swap out a measure or dimension
Change aggregations, and more
The ability to personalize visuals must be enabled by the report designer and is set at the report level. Users don't need edit permission for the report to personalize their visuals.
See the following Microsoft documentation to learn how to allow personalized visuals in your reports, see a detailed list of how visuals can be modified, and more.
Select the Bookmarks icon . If your site is using the Classic or Modern theme, it is in the top right corner next to your profile photo. If your site is using Minimal theme, it is in the bottom left corner.
