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Bookmarks

FOR MANAGERS AND CUSTOMER ADMINS

INTRODUCTION

The Bookmarks feature in SapienceIQ allows users to save and reapply filter selections and parameter settings across dashboards or reports. Bookmarks save time by capturing preferred configurations, so users can quickly reuse them without manually resetting filters.

HOW IT WORKS

  • A bookmark captures all current filter selections and parameter values across a dashboard or report.

  • Multiple bookmarks can be created to represent different scenarios or analysis needs.

  • Bookmarks are user-specific; each user sees only their own bookmarks.

  • Bookmarks are not shareable with other users.

ACCESSING BOOKMARKS

Bookmarks can be created and applied directly from dashboards or reports using either the top-right menu or the right-click context menu.

  • Dashboard Menu (Hamburger Menu): Click the hamburger icon at the top-right of the dashboard to create, apply, edit, update, or delete bookmarks.

  • Right-Click Context Menu: Right-click on a filter or slicer to access bookmarks for quick creation or application.

ADDING AND APPLYING BOOKMARKS

Creating a Bookmark

  • Set the desired filters and parameters on your dashboard or report.
  • Either:
    Right-click → Bookmarks → Add Bookmark, or
    Open the Dashboard Menu → click + in the Bookmarks field.

  • A bookmark is created with a default name based on selected values.


APPLYING A BOOKMARK

  • Open the Dashboard Menu or right-click context menu.

  • Select the required bookmark from the list.

  • The saved filter selections and parameters are applied across the dashboard or report.


MANAGING BOOKMARKS
Editing and Updating

  • To update a bookmark with current selections: select the bookmark and click Update.

  • To rename or edit the description: select Edit, make changes, and click Save.

Deleting

  • To delete a single bookmark: select it and click Delete.

  • To delete all bookmarks: click Delete All.

  • Close the dialog to finish managing bookmarks.

KEY CAPABILITIES

  • Save and reuse preferred filter and parameter configurations.

  • Maintain multiple bookmarks for different analysis needs.

  • Apply saved settings instantly across dashboards or reports.

  • Manage, edit, or delete bookmarks with ease.

  • Access bookmarks via dashboard or context menu.

LIMITATIONS

  • Bookmarks are private to each user and cannot be shared.

  • Bookmarks apply only within the specific dashboard or report where they were created.

  • Structural changes to dashboards (filters, parameters, visuals) may invalidate saved bookmarks.

  • Bookmarks do not override user access permissions.

  • Bulk export or import of bookmarks is not supported.

FINAL NOTE

Bookmarks in SapienceIQ help users maintain consistency and efficiency by storing filter and parameter selections for reuse. They simplify repeated analysis, support user-specific configurations, and streamline daily reporting workflows.

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