Manage My Bookmarks

Report Center’s predefined and company reports can be saved as public or private bookmarks. Users can also create reports.

Private bookmarks are found under My Bookmarks in the left-hand navigation panel, and are only visible to the user who created them.

See how to schedule a report.

All Reports in the left-hand navigation panel has been renamed to Predefined Reports. Add Reports has been renamed to Create a Report.

Report Center v45200 My Bookmarks

To add a private bookmark:

  1. Go to Reporting > Report Center.
  2. Click one of the following links in the left-hand navigation panel:
    • Predefined Reports: To bookmark a generic report.
      Or:
    • Company Reports (Demo Reports in the screenshot): To bookmark a report created for your company.
  3. Click to open a report.
  4. Click Private.
    Report Center report v45200 private button
  5. Type a Private Report Title.
    Enter private report title pop up
    The report title must not be blank and must be unique.

  6. Click Save.
  7. Open the bookmarked Private report:
    1. Click the refresh button  on My Bookmarks.
      Report Center My Bookmarks refresh v45200
    2. Click to open the My Bookmarks folder.
    3. Click the title of your report to open it.

To delete a private bookmark:

  1. Go to Reporting > Report Center.
  2. Click My Bookmarks in the left-hand navigation panel.
  3. Click the delete button Black cross in a circle delete button report center next to the report.
    Delete a report v45200
  4. Click OK.

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