How to use Dashboard Bookmarks

Learn how to save filter sets ('Controls') for Journeyfront Dashboards using our Bookmark feature

Save time and relevant filters using our bookmark feature. For example: You're looking at the "Screening Questions" dashboard and you are only concerned with the data for last year and for a specific job req ("CSR"). By setting up the bookmark, you will be able to save the date parameters and the specific job req filters versus having to change those filters every time you view this dashboard.

Bookmarks are unique to each dashboard (tab) you are viewing. This means that saving a bookmark on one dashboard will not save that bookmark to another dashboard. This is due to the different filters that can be set up based on the dashboard (tab) you are viewing.

Dashboard bookmarks can be set up for just about every Company and Job Req dashboards. The process is the same for setting up both, so for this example we will use Company Dashboards.

Sign in at https://app.journeyfront.com/login
Click the “DASHBOARD” tab at the top of the navigation bar
Click on the dropdown arrow next to the blue dashboard name (in this example, "Candidate Overview") to get a list of dashboards. Select the "Screening Questions" dashboard for this example.
You can click on the word "Controls" or the dropdown arrow to display or hide the different filters for a dashboard
With the control panel open, go ahead and adjust the appropriate filters to view the specific data you're researching. For this example I want to look at the "Customer Service Rep" job req for all of last year.
Once the filters have been set, click the Bookmark icon " " to save/bookmark the filter selections. Click "Add Bookmark" and enter in a descriptive bookmark name that reflects the specific filters you selected. Click "Save" and you will now see that the "CSR '24" bookmark has been created.
When you come back to this particular dashboard, you will now be able to simply click the bookmark icon, select the desired bookmark and all of the filter sets you saved with that bookmark will automatically populate/update.
Click the action button (3 vertical dots) next to the name of the bookmark to Update, Rename, Set as a default, or Delete the bookmark.