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Bookmark a Scaled Report
Gary Ditsch avatar
Written by Gary Ditsch
Updated over 2 months ago

Saving bookmarks is a great practice to make finding reports easier, especially if you need to reference reports frequently. Bookmarks also capture filters applied on a Scaled Report to make things even easier. You can also create a bookmark for a Set of reports.

To create a unique URL for a filtered group of records or a Set:

Step 1: Navigate to a Scaled Report Summary. In this example, we are using the Project Status process area.

Step 2: Filter the list of records using the FILTERS button.

Step 3: Click the breadcrumb icon in the upper right corner, then choose Bookmark.

Step 4: Give your bookmark a relevant title, then click BOOKMARK to save.

Step 5: Notice the pop-up message confirming that your Bookmark was successfully created.

Step 6: Navigate to the VividCharts homepage to access the collection titled "Your Bookmarks"

Step 7: Here you will find a list of Bookmarks that you have created. Locate the bookmark that you just created and click the link icon to open the Bookmark.

Once opened, you will find a unique URL that can be shared to anyone that has View access to the Scaled Report.

Example URL:

COMPANY.service-now.com/x/vivid/vividcharts/app/params/page/summary-page/route/viewer/id/0624bac4dbec71908014819b139619e2/?filter_5aa4be88dbec71908014819b1396196e=%22fce14b3beb131100b749215df106fe0e%22

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