Bookmark and Share Reports

The Umbrella dashboard stores the report state in the URL, making it easy to share a report with colleagues or bookmark a report for future use.

Prerequisites

• A minimum of Read Only access to the Umbrella dashboard. See Manage User Roles.

Procedure

1. Navigate to Reporting and click on your desired report.
2. Filter the report to display the data you need.
3. Use your browser's bookmark function. When you retrieve the bookmark the report will have the same filters applied. You can also share the URL of the page with any colleague in your organization with access to your dashboard.

If the report has a relative date filter (last 24 hours, last 7 days, etc.), the relative filter will always be applied. If the report has an absolute date filter (Jan 7, 2019), the absolute filter will always be applied.

Export Report Data to CSV < Bookmark and Share Reports > Report Retention