Overview
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Bookmarks and Snapshots provide a means to return to a report's current state at a later date. The options include:
[Save As] |
Allows you to essentially save a copy of your current report, with the drill paths and filter values you have currently applied as pre-defined (not user prompt) filters. |
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[Bookmarks] |
Allow you to save the drill paths and filter values you have currently applied to the report in order to reapply them to fresh data at a later date. |
[Snapshots] |
Allow you to save the result set of your current report with the drill paths and filters you've currently applied. A snapshot becomes a static report, meaning that you can no longer interact with it, it has been designed to preserve a result set at a point in time to use for comparison later. |
Enabling Bookmarks & Snapshots
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In order to use the Bookmark and/or Snapshot functionality in Yellowfin, you will need to ensure the required permission is enabled by completing the following:
- Navigate to Administration > General > Role Management
- Edit the Role(s) you wish to give Bookmark and Snapshot access to
- Enable the General > Bookmarks & Snapshots permission
- Save your changes
Note: in order to access the newly enabled functionality, users will have to log out and then log in.
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