How to Navigate Reports - The Basics
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      3. How to Navigate Reports - The Basics

      How To Make a Report Bookmark the Default Workbook View

      In this article, we will walk you through the two ways to set up a report bookmark for your workbook view.

      1. At the bottom right corner select the drop-down menu. 

      Screenshot 2024-09-16 at 11.45.22 AM

      2.   Select Save As New Bookmark.

      Screenshot 2024-09-16 at 11.46.11 AM

      3.  Enter a name for your new bookmark, select the option to Set as default bookmark, and then click Save to finalize your changes.

      Screenshot 2024-09-16 at 11.46.49 AM

      4.  To set a current Report Bookmark as the default select Manage Bookmarks from the dropdown menu.

      Screenshot 2024-09-16 at 11.57.45 AM

      5. Choose Set As Default View from the drop-down menu adjacent to the report you wish to designate as default.

      Screenshot 2024-09-16 at 11.58.21 AM

      If you have any questions, please do not hesitate to reach out to Teesnap Support by emailing us at support@teesnap.com or calling 844-458-1032.