Introduction
Billy Grace offers Bookmarks that empowers marketers to save their personalized dashboard setups. This enables swift transitions between different setups, ensuring your data views are tailored to your needs.
Find the bookmark icon on top of every report and in all tables:
Table bookmark:
Why Use Bookmarks?
Personalized Views: Bookmarks allow you to save dashboard setups that cater specifically to your requirements.
Efficiency: Switch between different views without the hassle of setting up each time.
Safety: Rest assured that even if you return to the default setup, your personalized configurations are never lost.
Bookmarks with Filters
Bookmarks also save preset filters you have created. You can create filters in tables and save them with a Bookmark.
How to Save a Bookmark
Customize your dashboard to your desired setup.
Locate the "Bookmark" icon on the top right corner.
Click on it and provide a name for your bookmark.
Hit "Save", and your setup is now bookmarked!
Accessing Bookmarks
Navigate to the section on your dashboard where you have saved the bookmark. Here, you'll find a list of all your saved setups. Simply click on the desired bookmark, and your dashboard will instantly reflect that setup.
Returning to Default Setup
If at any point, you wish to revert to the standard dashboard view: Navigate to the settings icon on your dashboard. Click on "Return to Default". Your dashboard will now showcase the default setup. Note: All your saved bookmarks remain intact.
Managing Bookmarks
Editing a Bookmark: Go to the "Bookmarks" section, hover over the bookmark you wish to edit, and click on the bookmark to open up the edit function.
Deleting a Bookmark: Within the "Bookmarks" section, hover over the bookmark you want to remove and click on the trash bin icon.