2.8.6 Setting Initial Dashboard State with a Default Bookmark

The default bookmark for a dashboard specifies the settings (filter selections, menu choices, annotations) that will be in effect each time you re-open the dashboard in the Portal. The default bookmark therefore specifies the “starting state” of the dashboard.

If you have not yet bookmarked the desired dashboard state, see Saving Dash­board Settings in a New Bookmark.

To set an existing bookmark as the default bookmark, follow the steps below:

1. Press the 'Bookmark' button on the right side of the toolbar. This opens the 'Bookmark' menu.

 

The default book­mark is subsequently shown in italics.

2. Right-click on the bookmark that you want to set as the dashboard's starting state, and select 'Set As Default'.

 

The dashboard will now open with the settings defined by this default bookmark.

If you do not specify a default bookmark for a dashboard, the dashboard will open with the settings defined by the 'Home' bookmark. To remove the default designation from a bookmark, simply designate a different user-created bookmark or the 'Home' bookmark as the default.

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