title	description	author	ms.author	ms.reviewer	ms.topic	ms.date	ms.custom
Manage bookmarks for reports	Learn how to create bookmarks to save personalized views of your Dynamics 365 Customer Service reports, set a bookmark as your default view, and delete bookmarks you no longer need.	Soumyasd27	sdas	sdas	how-to	05/10/2024	bap-template

Manage bookmarks for reports

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A bookmark captures the state of a report page, including changes that you've made to the filters. Personalize your reports and save the time and effort required to reapply the filters every time you want to view specific data. Use bookmark options to select a saved view, update or delete a bookmark, and set a bookmark as your default view.

A bookmark that you create for a report group saves a personalized view using that group's filters. For example, if you create a bookmark in the Omnichannel historical report's Conversation tab, the bookmark applies to the Conversation, Queue, and Agent tabs, and doesn't include filters for the other tabs.

You can use bookmarks in all the out-of-the-box reports—Customer Service historical analytics, Omnichannel historical analytics, Omnichannel real-time analytics, and knowledge analytics reports.

Prerequisites

Grant Create, Read, Write, and Delete privileges to applicable security roles for the Report Bookmark custom entity. Configure user access to analytics and dashboards.

Create bookmarks

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In Customer Service workspace or Contact Center workspace, open one of the following reports, Customer Service historical analytics, Omnichannel historical analytics, Omnichannel real-time analytics, or Knowledge analytics.
On the report page, select a tab, such as Queue.
Use the report filters to customize the data in your view.
Select Bookmarks, and then select Create new.
Enter a name for the bookmark, and then save it.

:::image type="content" source="../media/manage-bookmarks.png" alt-text="Screenshot of creating a report bookmark to save personalized filters." lightbox="../media/manage-bookmarks.png":::