Getting Started: Exporting, Sharing, Saving & Downloading
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      2. How To Use EDITED Digital & Omni
      3. Getting Started: Exporting, Sharing, Saving & Downloading

      Digital/Omni: How To Save Analysis/ Save A Bookmark

       

      Save your most frequently used views to access the data you need quickly and to use as a base when starting a new analysis. 

      You can save any analysis in EDITED Digital & Omni by bookmarking it; see the bookmark icon in the top right of your sceeen. This example uses the Basket Overlaps analysis tool.

       


      • To save your analysis, select Bookmark this Page.


      • Click the New Bookmark dropdown.
      • Fill out the Bookmark form: 
        •   Enter bookmark: give your analysis a name recognizable across the business.
        •  Description: add a description of the analysis or recommended actions.
        • Preserve/lock the analysis date range: tick if you want the selected dates applied when the analysis is viewed.


      • Click Save to save your bookmark.

      How to Manage Your Bookmarks

       

      You can review your saved bookmarks in two places within EDITED Digital & Omni: 

      Option 1: Select the Manage Bookmarks option within an analysis tool, e.g., Basket Overlaps, under the Bookmark icon.

       

       

      Option 2:  Select Bookmarks from the dropdown by clicking your name in the top right-hand corner. 

       


       

      Once you have selected one of the options above, you will be taken to a Bookmark management screen. 

      There are three tabs within the Bookmark management screen: 

      • My Bookmarks: saved analysis that you created.
      • All Bookmarks: saved analysis created by yourself AND saved analysis that has been shared with you by team members. 
      • Favorite Bookmarks: saved analysis created by yourself or team members that has been favorited. 

       

      How to Favorite Bookmarks  

      You can favorite your bookmarks or saved analysis within the bookmark management screen,

      • Click the star icon next to the analysis title. 

       

      Once favorited, the star icon will turn blue. 

       

       

      How to Edit Bookmarks

      You can edit any bookmarks or saved analysis within the bookmark management screen. 

      • Select which bookmark you want to edit by checking the tickbox next to the analysis title. 
      • Click Edit at the top right of the screen.

       

       

      You can then edit the bookmark’s name and description and change the privacy settings to share or keep your saved analysis private. 

       

       

      How to Delete Bookmarks

      You can delete any bookmarks  within this management screen. 

      • Select which bookmark you want to edit by checking the tickbox next to the analysis title. 
      • Click Delete.