Filtering Administrator Reports and creating Custom Bookmarks

Use this page to learn about filtering Administrator Reports and creating Custom Bookmarks. The filters described in this article are on the right sidebar and work in addition to the filters located above the report.

Accessing and setting Filters

1. Use the caret in the top-right side of the report to show the Filters.
   
2. Expand the filter you'd like to use.
   
3. The filter opens defaulted to Filter type = Basic filtering. In this view, check the boxes of the items you want to include.
   
4. Optional: Change Filter type to Advanced Filtering if you need more granular filtering. Then choose an item in the Show items when the value drop-down menu.
   
5. You can add another condition using And or Or.
   
6. Click Apply filter when you've finished making your selections.
   

Creating Custom Bookmarks

1. After you have filtered the report (including the filters at above the report) to include the desired data, in the top-left corner of the page, click Create Custom Bookmark.
   

2. Type a name for the bookmark and click Confirm.
   

3. To access your Custom Bookmark, in the top-left corner of the page, click Report Bookmarks.