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Bookmark reports

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Overview

Bookmark your more commonly used reports to your Reports Bookmarks screen. Quick access helps you streamline your reporting workflow.


Who uses this feature

  • Office employees

Things to know

  • Reports you bookmark only show up on your Bookmarks screen and don’t affect other accounts.

  • You can bookmark built-in and custom reports. Not all legacy reports can be bookmarked.

  • To access your bookmarks, go to the navigation bar and click Reports. Then, from the side menu, click Bookmarks.

Bookmark a report

When you bookmark a report, it appears on your Reports Bookmarks screen:

  1. Go to the navigation bar and click Reports. All Reports opens.

  2. Find the report you want to bookmark.

    Tip: In the search bar, enter a few letters from the report name to filter the report list.

  3. Click More , then click Bookmark to bookmark the report.  

  4. To remove the bookmark from the report, click More , then click Unbookmark.

Want to learn more?