Quick Link Bookmarks

Tara Wildt Updated by Tara Wildt

Access your most frequently used reports with a single click

The CaliberMind Home Page has been updated to allow users to input Quick Links or select from recently visited reports. We now have the ability to bookmark a page from the report itself.

When using this workflow, you can also select the Saved Filter Set that you want to load when you use the Quick Link. For example, you want to save a view that shows a Single Touch Attribution Model to determine what is generating new leads. You can now create a Saved Filter Set, create a saved use case using Quick Links, and create a bookmark to the report view that is easily accessible from your home page.

Here's how to set up a new Quick Link:

  1. Navigate to the Report Page you visit frequently:

  1. Create a new, or select an existing, Filter Set to load for your Quick Link:
  1. Click the Bookmark icon at the top of your screen, next to the report title, and name the Quick Link based on your use case:
  1. You can now see the Quick Links you have saved on your Home Page:

How did we do?

CaliberMind Home Page - Updated

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