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Bookmark a standard report

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Learn how to add, edit, and delete bookmarks for standard reports in WorldShare Reports in Power BI.

You can bookmark a report after adjusting the report filters. Bookmarking the report allows you to revisit a particular view without resetting filters.

Each standard report has a preset default Standard bookmark, which correlates to the default settings for the report. You can set a bookmark you created as the default so that you always see that report view when you open the report in subsequent sessions.

Add a bookmark to a standard report

  1. From the open report, click Bookmarks > Add bookmark.
  2. Enter a name for the bookmark in the Bookmark name text field.
  3. (Optional) Select the Make Default checkbox to make this the default view when you open the report.
  4. Click Save to save the bookmark.

Edit an existing bookmark in a standard report

You can change the default bookmark or rename an existing bookmark in the Bookmarks menu.

Change the default bookmark

  1. From the open report, click Bookmarks.
  2. Locate the bookmark you want to make the default and click the More options button (Screenshot of the More options button on the Bookmarks menu in a report in WorldShare Reports in Power BI).
  3. Click Make default. The bookmark now has a default icon next to it, and a confirmation message appears stating Default Bookmark Changed.

Rename a bookmark

 Note: The Standard bookmark cannot be renamed.

  1. From the open report, click Bookmarks.
  2. Locate the bookmark you want to rename and click the More options button (Screenshot of the More options button on the Bookmarks menu in a report in WorldShare Reports in Power BI).
  3. Click Rename and enter a new name in the text field.
  4. Click Save. The bookmark name changes, and a confirmation message appears stating Bookmark Renamed.

Delete a bookmark from a standard report

 Nota:

  • The Standard bookmark cannot be deleted.
  • When you delete a bookmark that has been set as the default, the Standard bookmark becomes the default for the report automatically.
  1. From the open report, click Bookmarks.
  2. Locate the bookmark you want to delete and click the More options button (Screenshot of the More options button on the Bookmarks menu in a report in WorldShare Reports in Power BI).
  3. Click Delete and then click the Delete button in the Bookmarks menu. The bookmark is deleted, and a confirmation message appears stating Bookmark Deleted.