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Using Filter Bookmarks in Gladstone Reporting

Introducing Gladstone Reporting Filter Bookmarks, the ultimate solution to simplify and supercharge your dashboard filtering experience. This powerful feature allows you to define and save custom filter selections, so you can apply them instantly whenever needed. Whether you're analysing data or sharing insights, Filter Bookmarks make it faster and easier for you and your colleagues to access exactly the information you need, all within your own Gladstone Reporting account.

Key Features

  • Viewers can save filter selections as bookmarks for quick and easy access
  • Create a bookmark using a single filter or multiple filters
  • Configure sharing behavior, allowing you to share bookmarks privately (visible to the user only) or publicly (visible to users within your group)
  • Public bookmarks offer consistency ensuring users within the group view the same data
  • Delete unwanted private bookmarks. Public bookmarks are managed by the creator

 

How to use Filter Bookmarks

The Filter Bookmarks feature is available on every dashboard and drill-down within Gladstone Reporting. You'll find it conveniently located at the top of the filter pane, featuring a Select Bookmark dropdown and a Save Bookmark button for quick access and easy filter management.


Create a Private Bookmark

  1. Within your Dashboard or Drill Down, update the appropriate filter(s)
  2. Select Save Bookmark as Private Bookmark (visible to the creator only)

 

Create a Public Bookmark

  1. Within your Dashboard or Drill Down, update the appropriate filter(s)
  2. Select Save Bookmark as Public Bookmark (visible to all users within your group)

 

Apply a Filter Bookmark

  1. Navigate to your Dashboard or Drill Down
  2. Using the Select Bookmark drop-down menu, select the appropriate Filter Bookmark

 

Remove a Filter Bookmark

  1. Navigate to your Dashboard or Drill Down containing the Filter Bookmark
  2. Using the Select Bookmark drop-down menu, select the red 'x' next to the appropriate filter to remove
  3. Confirm removal by selecting Yes

NOTE: Public Filter Bookmarks may only be removed by the creator

 

Update a Filter Bookmark

  1. Navigate to your Dashboard or Drill Down containing the Filter Bookmark
  2. Using the Select Bookmark drop-down menu, select the appropriate Filter Bookmark
  3. Using the Select Bookmark drop-down menu, select the red 'x' next to the appropriate filter to remove leaving the original selection in place
  4. Within your Dashboard or Drill Down, update the appropriate filter(s) and select Save Bookmark providing the same name or a new name of your choice