Bookmarking Data Within Your Report for Future Reference

What You’ll Learn:

Saving data within your report is important as you analyze your results and plan for action. Learn to use our Bookmarks feature when you see something interesting in your report that you want to take a look at later.

Take Action: 

Why Saving Important Data in Your Reports Matters

Are there any data points in your reports that you will want to revisit later? Would you like to save really meaningful pieces of information so that you can view them at a different time? Saving these pieces of information in one place will help you make the most out of your reports. With bookmarks you can save the most interesting results, charts, and findings from your Panorama data into a unique report that you can export and share.

How to Create a Bookmark:

Creating a bookmark is easy! The first thing you’ll do is find a piece of relevant data that you wish to “save” and revisit later. This could be a chart, topic, or question throughout your report.
The bookmarks feature lives in every page of your report. When you hover over the data, you’ll see a gray flag with an “add to bookmarks” link. Clicking on this link creates a snippet of your report that you can find later under your bookmarks page. In addition, you have the opportunity to categorize the bookmarked data and add a short, private note about this information and why you are saving it.

You can find your saved bookmarks on your Panorama home page when you log into your Panorama Portal.

In your Bookmarks page you will see a dropdown menu option to save all of your bookmarks as a PDF or download them as a PowerPoint. You can then easily share these findings in a single file with others.

If later on you decide a data snippet is no longer relevant to you, you can remove the bookmark from your Bookmarks page.

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