This documentation supports the 21.05 version of BMC Helix ITSM: Smart Reporting. To view an earlier version, select the version from the Product version menu.

Bookmarking reports

When you bookmark a report, you save the drill paths and filter values applied to a report so that at a later date, you can open the bookmark and refresh the report data.

To create a bookmark

  1. In a report, select Bookmarks > Create Bookmark.
    BookmarksMenu.png
  2. Enter a name and description for the bookmark.
    Describe the bookmark so that users understand what filters were applied.
  3. Select the type of security you want for the bookmark.
    Initially, the security level is Public (open to anyone who has access to the category and subcategory in which the report is stored). 
  4. Click Save to Bookmarks.

To view a bookmark

  1. Open the report that has the bookmark.
  2. Click Bookmarks.
  3. Select the name of the bookmark you want to view.

To use a bookmark on a tab or slide

  1. Add the report with the bookmark to a tab or slide.
    A dialog box prompts you to add the original report or the bookmark to your content.
    SelectBookmark.png
  2. Click Bookmarks and select the bookmark that you want to use.

To delete a bookmark

  1. Open the report that has the bookmark.
  2. Click Bookmarks.
  3. Click Delete (X) next to the bookmark that you want to remove.
  4. Click OK.

Where to go from here

Refreshing-report-data-and-viewing-archived-reports

 

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