Using Filter Bookmarks in Gladstone Reporting
Problem
Users need a way to quickly save, apply, and manage custom filter selections on dashboards or drill-downs in Gladstone Reporting, making it easier to access relevant data and share filter configurations with colleagues.
Resolution
Key Features
- Save filter selections as bookmarks for quick access.
- Create bookmarks using one or multiple filters.
- Choose to keep bookmarks private (visible only to the creator) or public (shared within your group).
- Public bookmarks provide consistency so everyone in the group sees the same data.
- Delete unwanted private bookmarks. Public bookmarks can only be managed by their creator.
How to Use Filter Bookmarks
1. Create a Private Bookmark
- In your dashboard or drill-down, adjust the filters as needed.
- Click the Save Bookmark button.
- Select Save Bookmark as Private Bookmark (visible to the creator only).
2. Create a Public Bookmark
- In your dashboard or drill-down, adjust the filters as needed.
- Click the Save Bookmark button.
- Select Save Bookmark as Public Bookmark (visible to all users within your group).
3. Apply a Filter Bookmark
- Navigate to your dashboard or drill-down.
- Use the Select Bookmark drop-down menu at the top of the filter pane.
- Choose the desired filter bookmark to apply the saved filters.
4. Remove a Filter Bookmark
On your dashboard or drill-down, open the Select Bookmark drop-down menu.
Click the red 'x' next to the bookmark you want to remove.
Confirm removal by selecting Yes.
Note: Only the creator can remove public Filter Bookmarks.
5. Update a Filter Bookmark
- Navigate to the dashboard or drill-down containing the filter bookmark you want to update.
- Select the bookmark from the Select Bookmark drop-down menu.
- Click the red 'x' next to it to remove (if required), leaving the original filter selection in place.
- Update the filters as desired.
- Click Save Bookmark, and either re-use the existing name or enter a new name.
Notes
- The Filter Bookmarks feature is available on every dashboard and drill-down in Gladstone Reporting.
- Sharing a filter bookmark as public allows users within your group to access the same filter settings for consistency.
- Only the creator can manage or remove public bookmarks they have created.