Managing the Bookmarks Bar

Created by James Smith, Modified on Tue, 22 Apr at 11:33 AM by James Smith

The bookmarks bar is located at the top of the screen just below the company name and contains links to commonly used pages and reports. The starting bookmarks bar depends on the Role which you have been assigned or selected. A screenshot of a computer

AI-generated content may be incorrect.

Clicking on a page link in the bookmarks bar will take you to that page, whilst clicking on a report link on the bar brings up the options and filters for running that report.

Adding and Removing from the Bookmarks Bar

You can add a link to the bar from 2 places, the Search bar and the page/report itself.

  1. On the search bar, search for the page you wish to bookmark
  2. Hover over the page/report name

A screenshot of a computer

AI-generated content may be incorrect.

  1. Left click on the bookmark Icon at the far left of the search.
  2. Navigate to the page you want to bookmark
     Click on the bookmark icon at the top right of the screen

 

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