Personal Bookmarks - User Portal
- Mikaela Perron-Sampson
Adding a Bookmark
To add a bookmark, first open a dashboard within the Trellance Analytics User Portal.
Expand the Filters menu on the right-hand side.
Put the desired filters in place, and then expand the Bookmarks section.
Click Add.
Name the bookmark.
Check the Make default box to have it show up by default when you view the dashboard.
Click Save.
Note: Global/shared filters can be set by a credit union admin
To create a global/shared filter, the credit union admin would access the Tenant Reference workspace, which contains all purchased Trellance dashboards.
The admin can open and download a Trellance report, set the global/shared filters/bookmarks, and save that report to one of the credit unions workspaces.
Everyone who has access to that workspace will see the filters/bookmarks for that report.