- Using SafetyCulture
- Analytics [Legacy]
- Create bookmarks in Analytics
Create bookmarks in Analytics
Learn how to create and remove bookmarks in Analytics via the web app.
We currently have a legacy and a new experience with the Analytics feature.
This article covers the legacy Analytics experience. Please ensure you're in the legacy experience by using the toggle on the upper-left of the Analytics page.
Why create bookmarks in Analytics?
Creating bookmarks prevents you from needing to set up filters each time you visit Analytics. This allows you to efficiently surface the information you need, and gain insights into your team's data all in one place.
What you'll need
Take note
Applying additional filters from the "Bookmarks" tab will further filter the bookmarked information.
Once a bookmark has been created, it can't be edited. To change the bookmark, you can remove it and create a new one.
Creating bookmarks is not possible in the Actions and Issues areas of Analytics.
Create a bookmark in Analytics
Select
Analytics from the menu on the left-hand side.To filter a specific date range, click the "Date" field on the left-hand side of the page, select specific dates using the calendar, and click Apply.
To filter a rolling date range, click the "Date" field on the left-hand side of the page, select one of the date range options on the top of the pop-up window, and click Apply.
Click
on the upper-right corner of the information you want to bookmark.In the pop-up window, enter a bookmark title and click Save to my bookmarks.
This will save the bookmark to your account. You can click the Bookmarks tab in Analytics to find your bookmarks.
Remove a bookmark in Analytics
Select
Analytics from the menu on the left-hand side.Select the Bookmarks tab on the top of the page.
Click
on the right of the bookmark's row and click Remove Bookmark.
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