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Bookmarks for Report Navigation

Create interactive report experiences with bookmarks for filtering, page navigation, and toggle states.

Published 27 December 2025

What Are Bookmarks?

Bookmarks capture the current state of a report page, including filters, slicers, visibility of visuals, and more. Users can jump between states instantly.

Creating Bookmarks

Set up your page exactly as you want it captured
Go to View > Bookmarks pane
Click "Add" to create a new bookmark
Right-click to rename and configure options

Bookmark Options

Data: Captures current filters and slicers
Display: Captures visual visibility states
Current page: Links bookmark to specific page
All visuals: vs Selected visuals only

Common Use Cases

1. Toggle Between Views

Create "Chart View" and "Table View" bookmarks with different visuals visible:

Bookmark: Chart View
- Show: Column chart, line chart
- Hide: Data table

Bookmark: Table View
- Show: Data table
- Hide: Column chart, line chart

2. Preset Filter States

Save bookmarks for common filter combinations:

"Current Quarter Sales"
"Top 10 Products"
"My Region Only"

3. Drill-Through Alternative

Create bookmarks that simulate drilling into detail views.

Linking Bookmarks to Buttons

Insert a button (Insert > Buttons)
In the Format pane, enable "Action"
Set Type to "Bookmark"
Select your bookmark

Bookmark Navigator

Use Insert > Buttons > Navigator > Bookmark navigator to automatically create buttons for all your bookmarks.

Best Practices

Use clear, descriptive bookmark names
Group related bookmarks
Test bookmarks after making report changes
Document which visuals each bookmark affects

Remember: Bookmarks are saved in the report, not per user. Changes affect everyone.