Overview

The new Filter Bookmarks feature allows users to define multiple different sets of filter values as a “bookmark” and easily return to any bookmark, as well as to share their bookmarks with other users within their Club’s instance of Club Intelligence. Selecting a saved bookmark will change all the dashboard filters to match the saved state of the bookmark, saving users time when they want to adjust multiple filters at once, and allowing users to create easily re-creatable drill down scenarios.  

Required Permissions

• Club Intelligence User

Accessing the Tool

1. From your club website, go to the Admin Bar. 

2. Select Club Intelligence. 

Creating New Filter Bookmarks

1. Begin by adjusting the dashboard filters to the preferred settings.

2. Then, click on the Bookmark icon at the top of the filter panel, and select the option Add Bookmark. This will launch a new popup window.

3. Within the Filter Bookmarks popup, enter a Bookmark Name (required).

   1. Optionally, choose whether this should be saved to the Quick Bookmarks section.

   2. Optionally, add a detailed description of the bookmark.  

4. To share the bookmark to other users within your Club’s instance of CI, click into the Share With text box, and either select the user(s) or group(s) to share to or begin typing a name to narrow the selection before selecting.  

5. Click Save Bookmark, and your bookmark will be saved. If you selected to share the bookmark, it will be shared out to other users at this point as well.  

Loading Filters From A Saved Bookmark 

1. While viewing a dashboard, click on the Bookmark icon at the top of the filter panel. 

2. Any bookmarks saved to the Quick Bookmarks section are displayed within a dropdown menu from the initial dropdown menu. Select any quick bookmarks directly from this menu, which will close the menu and load all the filter values associated with that quick bookmark.

3. To load a saved bookmark that is not a Quick Bookmark, select the Select & Manage Bookmarks option at the bottom of the menu options to select any saved bookmark.

Editing And Removing Bookmarks  

1. While viewing a dashboard, click on the Bookmark icon at the top of the filter panel. 

2. Select the Select & Manage Bookmarks option to bring up the Filter Bookmarks pop-up window  

3. From the list of saved bookmarks, find the item to remove, and click on the three dots icon to the right of its name. There are four options:

   1. Rename - Give a new name to this bookmark without changing the filter values. 

   2. Edit Bookmark - Edit the name, description, and shared status of this bookmark.

   3. Show Duplicate Bookmark(s) - Highlights any bookmarks in the list that have the same set of filter values as the selected bookmark.

   4. Add to Quick Bookmarks - Adds the selected bookmark to the Quick Bookmarks section. 

4. Clicking the trash can icon will remove the bookmark.

Best Practices

1. When using date filters, use dynamic date ranges (e.g. ‘Today’, ‘Yesterday’, ‘Last 30 Days’, etc.) instead of choosing a specific date range, unless this is a date range of special interest (such as a large, annual Club event).  

FAQs

Q: If I delete a bookmark that I had shared with other users in Club Intelligence, will it delete it for everyone?

A: Deleting it from one user’s bookmarks will not remove the bookmark from the other users whom the bookmark is shared with.