This documentation supports the 20.02 version of Remedy Smart Reporting.

To view an earlier version, select the version from the Product version menu.

Granting permission to create bookmarks and snapshots

With bookmarks and snapshots, you can return to a report's current state at a later date.

The following options are available:

Saving a copy of a reportAllows you to save a copy of the current report, with the drill paths and filter values that you have applied as predefined filters (not user prompt filters).
Bookmarking reportsAllows you to save the drill paths and filter values that you have applied to the report so that you can reapply them to fresh data at a later time.
Creating a static snapshot of a reportAllows you to save the result set of your report with the drill paths and filters that you have applied. A snapshot becomes a static report, meaning that you can no longer interact with it. You can use it for comparison later.

To enable bookmarks and snapshots for users

  1. Navigate to Administration > Admin Console, and open the Roles panel.
  2. Open the drop-down list next to the role to which you want to give bookmark and snapshot access, and select Edit.
  3. Under the General panel, select Bookmarks and Snapshots.
  4. Click Save.


    To access the newly enabled functionality, users must log out and log back in.

Where to go from here

Granting permission to view and export report SQL statements

Was this page helpful? Yes No Submitting... Thank you