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

Search your workspace directly with keywords or tags. By default, keywords are matched against both the title and description for smarter results. You can always narrow the scope to the title-only search if needed.

You can further refine your results using filters:

• By types: Dashboard, Report/Widget, Dataset, Folder
• By tags

Note that items with certain tags behave differently:

• Endorsed items are prioritized to show on top.
• Archived items are hidden by default, unless Show archived items is enabled.

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

Admins can pin key dashboards to Home, so everyone in the organization can find them right away. A pinned dashboard shows either as a link button or in full view right inside Home.

• Pin as a button: On the dashboard, click the ellipsis (…) button and select Pin to Org homepage as button.
• Pin in full view: Go to Admin settings → Custom homepage.

For more on pinned dashboards, including order and who can see them, see Custom homepage.