Bookmark

Bookmark is a feature that allows users to save the display state of a Report Page, including which components are shown or hidden. This enables users to easily switch between different analysis modes without needing to manually reconfigure the layout each time.

Create Bookmark

To create a bookmark, follow these steps:

1

Enable the Bookmark Feature

On the Report Page, report designers can enable the feature by turning on "Show bookmark" in the top corner. Once enabled:

• A bookmark management panel will appear in the report design interface.

  
• A bookmark selection bar will be shown at the top of the report for end users to choose from.

  

2

Create a New Bookmark

Click the "Add bookmark" button in the bookmark management area to create a new bookmark. A configuration panel will appear for you to enter details.

3

Name the Bookmark

In the “Bookmark name” field, enter a descriptive name (e.g., “Department Report”, “Revenue Overview”) to help users easily identify the bookmark later.

4

Select Display Components

Under “Choose Visuals to display”, you’ll see a list of charts, tables, slicers, and other components on the report page.

• Check the components you want to be visible when the bookmark is selected.

• Uncheck the components you want to hide.

5

Save the Bookmark

Once configuration is complete, save the Report Page to store all newly created or updated bookmarks.

Report designers can:

• Preview a bookmark using the preview button.

• Delete a bookmark using the delete button.

Using Bookmarks

Bookmarks can be used in flexible ways:

1. Direct Use (Standalone) End users can select a bookmark from the bookmark bar to instantly switch the report view to the saved configuration (i.e., showing and hiding components as specified).

2. Combine with Buttons You can link bookmarks to buttons in your report. This allows users to switch views with a single click, providing a more intuitive and seamless experience—without relying on the bookmark panel.

For detailed instructions on how to combine bookmarks with buttons, see Add Button.