Bookmark option is also available when creating Ad Hoc reports from the Report Center. The black box will pop up on the right after the report is created. Toggle to “On” and “Save”. Option to change the name of the report.

Bookmarks enables the user to:

• Save the report and its parameters.
• NOTE: Data on report stays updated with new data loads
• Share reports with other ODS users
• Create folders for organization
• Establish a platform of consistent reports and data analysis
• Keep reports up to date as of the last data set loaded.
• Open reports from this tab

Locate reports that have been Bookmarked at the top black menu bar on the left side.

Utilize: Reports you bookmark will either be under the “My Report” section (left), or in a folder you have created.

Bookmarks that have been shared with you will be under the “Shared with me” tab.

• Recommendation to open and “bookmark” any shared reports, so they are available to you even if the creator of the report deletes their bookmark.

NOTE: User can “Add” folders for special topics/projects to keep reports organized.

Best Practice:

• Bookmark Reports that will be used repeatedly.
• Using Filters/Heatmaps/Graphs when creating the report to be bookmarked, will be retained.
•  This will also ensure that only the data filtered for the report will be displayed even when new data files are loaded.

Example: A report created and filtered for a certain year, 2017-18, will only still only display 2017-18 data, even when a file for 2018-19 is loaded.

• Use Bookmarks as a platform for sharing reports with other OnDataSuite users.