Import bookmarked reports and dashboard reportlets

Last update: October 17, 2024

Topics:
Report Builder

CREATED FOR:

User
Admin

IMPORTANT

A new and streamlined Report Builder was released on October 16, 2024. It is supported on Mac, Windows, and web browsers.
This Legacy Report Builder add-in version still works. You can convert your legacy workbooks to the new Report Builder.

All bookmarked reports and dashboard reports are now listed as dimensions in the Request Wizard Step 1 and can be imported as Report Builder requests.

When you select a bookmarked report, the Request Wizard populates all the dimensions and metrics that define this bookmarked report. The date range, granularity and selected segment are also updated based on the selected bookmark.

This is how the Request Wizard Step 1 shows a dashboard and its reportlets:

Screenshot showing the Request Wizard Step 1 of 2 highlighting Retrieve your Dashboards and Retrieve your Bookmarks.

When you click Retrieve your Dashboards or Retrieve your Bookmarks, your existing dashboard and/or bookmark data is retrieved and pasted in the worksheet.

NOTE

Only data is imported, so if the bookmark contains a chart, or if the dashboard reportlet consists of only a chart, only the data that is used to populate the chart is imported.

Once you have created a request by importing a dashboard reportlet (or a bookmark), the request will then be associated to the reportlet’s (or bookmark’s) primary dimension. As a result, if you edit the request, the tree view no longer selects the dashboard reportlet tree view node (or bookmark node): it selects its primary dimension instead.

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