Search & Bookmark

Introduction

Search and Bookmark help you quickly find and save your essential dashboards, and datasets. This ensures your team can always find what they need fast, especially when the number of objects created has grown significantly.

Search

You can find items across your workspace using keywords, and also narrow down your search results with Search filters. These filters let you refine your search by object types and by tags.

Bookmark

Bookmark lets you save important items for easy access later.

We offer two bookmarking types: Favorites (for personal use), and Pin dashboards to Homepage (for organization-wide visibility).

Favorites

Any items marked with a ⭐ icon will be saved in your Favorites section for quick access.

Pin dashboards to Homepage

Pinning dashboards to the homepage allows admins to prominently display crucial dashboards for all users. This ensures broader visibility and easier access to key insights throughout your organization.

How-to: Locate the ellipsis (…) button in any dashboard, and select the option Pin to Org Homepage.

Permissions and visibility

1. Pinning permissions: Currently, only users with the Admin role can pin and unpin dashboards to the Homepage.

2. Workspace restrictions: Only dashboards located in Public Workspace can be pinned. If you want to pin Shared or Private dashboards, please move them to the Public Workspace.

3. User access: Not all users are allowed to see the pinned dashboards — it depends on their access permission. For example, if a pinned dashboard is only shared with Singapore user group, users from other region groups won’t see it displayed on their Homepage.

   If you’re pinning a dashboard that isn’t shared with all users, the system will prompt you with the Edit User Access modal. This allows you to adjust user permissions if necessary.

   

4. Pinned dashboard display order: Recently pinned dashboards will show up first on the left side of the Homepage.