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Editing, Renaming And Deleting A Report Builder Bookmark
Editing A Report Builder Bookmark
Go to the Report Builder Bookmark page to see how to get here.
You’re on the Report Builder page.
You’re on the specific Report Builder page.
The Report Builder Bookmark has already been created in the preferred category.
Click in the Settings field.
A drop-down will open.
Select the report builder bookmark you want to apply.
Click LOAD REPORT BUILDER BOOKMARK.
The saved settings and filters will load.
Make your edits.
Click SAVE REPORT BOOKMARK.
A pop-up window will open.
Click the Save button in the pop-up.
The report builder bookmark has been edited.
Renaming A Report Builder Bookmark
You’re on the Report Builder page.
You’re on the specific Report Builder Bookmark page.
The Report Builder Bookmark has already been created in the preferred category.
Find the report builder bookmark you want to rename.
Click the Edit button alongside it.
A pop-up window will open.
Rename the report builder bookmark.
Click the Save button in the pop-up.
The report builder bookmark has been renamed.
Deleting A Repott Builder Bookmark
You’re on the Report Builder page.
You’re on the specific Report Builder Bookmark page.
The Report Builder Bookmark has already been created in the preferred category.
Find the report builder bookmark you want to delete.
Click the Delete button alongside it.
A pop-up window will open.
Click Delete in the pop-up.
The report builder bookmark has been deleted.
