Create a bookmark

The bookmark feature gives you the ability to bookmark a screen for quick access later.
You can save bookmarks for these areas:
  • Data Entry
  • Data Review
  • Data Source Analysis
  • Data Overrides

Steps to create a bookmark

  1. Open the screen you want to bookmark.
  2. Select
    Bookmarks
    and then
    Bookmark current view
    .
  3. Enter a name for the bookmark, and select
    OK
    .
  4. After you save a bookmark, select
    Bookmarks
    again.
  5. From one of the folders, select your bookmark name. That screen will now load with your previous selections and filters.
  6. To manage bookmarks, delete or rename, select
    Manage Bookmarks
    .