Working with dashboard bookmarks

What's my plan?

Bookmarks make it easy for multiple people to use the same dashboard with different filter settings. For example, John wants to look at problem tickets from the documentation group, and Judy wants to look at task tickets from the finance team. To prevent users from having to set the filters they need each time they view the dashboard, you can bookmark dashboard states and return to them with a single click.

This article contains the following topics:

• Creating a dashboard bookmark
• Hiding the Bookmarks widget
• Using bookmarks across multiple dashboard tabs

Related articles:

• Explore recipe: Using bookmarks to filter live dashboards
• Explore recipe: Taking dashboard filters and bookmarks to the next level
• Best practices for using dashboard filters

Creating a dashboard bookmark

Bookmarks let users quickly switch between different sets of saved dashboard filters.

To create a dashboard bookmark

1. Create a new dashboard or open one for editing.
2. Add dashboard filters as needed and select the filter values you want to save as a bookmark.
3. In the dashboard, click Add and select Add bookmark.
4. In the Bookmark panel, click Create bookmark from current state.
5. Enter a name for the bookmark.
6. (Optional) Click the pin icon () to make this the default bookmark. Pinning a bookmark ensures that it's selected by default when a user opens the dashboard.
7. (Optional) Click Hide reset button if you don't want Reset to appear in the Bookmarks widget. This button returns users to the default bookmark.
8. Click Close.

To add additional dashboard bookmarks

1. Update the filter values you want to save as a new bookmark.
2. Select the Bookmarks widget you already added.
3. Click the down arrow in the top right and select Edit.
4. Click Create bookmark from current state.
5. Enter a name for the bookmark.
6. Click Close.
7. Repeat steps 1-6 as needed.

Example: Creating bookmarks for two departments

This example uses a simple dashboard that shows a report for solved tickets by assignee name. Two filters have been added to the dashboard:

• A time filter that enables you to change the time period that the report covers.
• A change metric filter that enables you to change the Solved tickets metric to Unsolved tickets, Open tickets, or Pending tickets.

For more information about dashboard filters, see Adding interactive dashboard widgets.

You've shared this dashboard with two departments in your company:

• Department 1 wants to quickly see the number of tickets solved yesterday.
• Department 2 wants to quickly see the current total number of unsolved tickets for each assignee.

When the dashboard is first opened, you want it to default to show the configuration for Department 1.

To accomplish this, you'll add bookmarks to the dashboard with buttons to set the dashboard up for Department 1 or Department 2.

To add bookmarks to the dashboard

1. First, configure the dashboard filters to show the settings for Department 1. Set the time filter to Yesterday and the change metric to Solved tickets.
2. From the Add menu, click Add bookmark.
3. In the Bookmark panel, click Create bookmark from current state.
4. In the name field, enter the name "Department 1" for the bookmark. As you want Department 1 to be the default, click the pin icon ().

   

5. When you are finished, click Close. Your new bookmark for Department 1 is now displayed in your dashboard. You can move and resize the bookmark to suit your needs.
6. Now, you'll set the dashboard up for Department 2. Set the time filter to All history and the change metric to Unsolved tickets.
7. From the bookmark you previously added, click Edit.

   

8. In the Bookmark panel, click Create bookmark from current state.
9. In the name field, enter the name "Department 2" for the bookmark.
10. The Reset button on the bookmark, when clicked reverts the bookmark to its pinned state, in this example, Department 1. If you don't want users to have this option, enable Hide reset button.

    

11. When you are finished, click Close. Department 2 is added to your existing bookmark. You can now click each department to see the relevant settings.

    

Choosing bookmark sets the dashboard filters to a previously saved state. The dashboard viewer can still manually reconfigure the dashboard filters if they want to look at other filter configurations.

Hiding the Bookmarks widget

If a dashboard has only one bookmarked state, you can hide the Bookmarks widget for a cleaner-looking dashboard.

To hide the Bookmarks widget

1. Select the Bookmarks widget.
2. Click the down arrow in the top right and select Hide.

To show the Bookmarks widget again

1. Click Show hidden widgets at the bottom of the dashboard.
2. Select the Bookmarks widget.
3. Click the down arrow in the top right and select Show.

Using bookmarks across multiple dashboard tabs

Sometimes, dashboards get too big for a single page and you'll split them into multiple pages known as tabs. To learn more about tabs, see Working with dashboard tabs.

By default, a bookmark works on a single tab. Bookmarks need to be applied to all tabs to ensure all filters are preset.

To use bookmarks across multiple dashboard tabs

1. Add the filters that your bookmark will use to each applicable tab of your dashboard. For instructions on adding filters, see Filtering results.
2. Set a bookmark on all tabs that you added your filters to.