Bookmarks

All of the bookmarks you create are available to edit within the Project it was saved to.

A document can be bookmarked from the Document Summary.

Exporting bookmarks to a file

To export bookmarks to a file

  1. To select the bookmarks that you want to export to a file, click the titles of the bookmarks.
  2. Click Export.
  1. On the Export Results dialog box under Export to, click the file format that you want to use:
    • Excel (.xlsx extension)
    • PDF
  1. Click Export.

Sending bookmarks to other users

You can send one or more projects, project items, bookmarks, or saved queries to other users via email.

To email data items

  1. To select the items that you want to send to one or more users, click the titles of the items.
  2. Click Send.  
  3. Complete the email form (From:, To:, Cc:, Subject:).
  4. Next to Encode as, click Excel (xlsx) or PDF to specify the format of the attachment that you are sending.
  5. (Optional) Under Message, type a message to recipients.
  6. Click Send.