# Exploring interactive dashboards in Amazon Quick Sight Exploring dashboards | | | --- | |    Intended audience: Amazon Quick Dashboard subscribers or viewership  | In Amazon Quick Sight, a *data dashboard* is a collection of charts, graphs, and insights. It's like a newspaper that's all about the data that you're interested in, except it has digital pages. Instead of reading it, you interact with it. Dashboards come in a wide variety of designs, depending on what you do and the analytics that you need to do it well. Using Quick Sight, you can interact with your data on a webpage or your mobile device. If you also subscribe by mail, you can see a static preview of it. The story told by your data reflects the expertise of the analysts and data scientists who built the dashboards. They refine the data, add calculations, find angles on the story, and decide how to present it. The publisher designs the dashboard and fills it with interactive data visualizations and controls that adjust your view. Publishers can customize the level of interactivity that you have, including filter and search options. You can interact with the active items on the screen to filter, sort, drill down, or jump to another tool. When you view a dashboard, you're seeing the most recently received data. As you interact with the items on the screen, any changes you make change your view of the dashboard, and no one else's. Thus, your device's privacy is assured, although the publisher can tell what you looked at. After you close the dashboard, your explorations aren't preserved and neither is the data. As always, while you're an Quick reader, your monthly subscription is provided by the publishers of the dashboards at no additional cost to you. If you're also a dashboard publisher—we call them authors, because they write reports—you can also save a copy of the dashboard for further analysis. If you find a new feature of the data that you want to publish, work with the original authors to update it. That way, everyone can see the same version of the story. However, you can also use your copy to learn how their design works or to inspire your work on something entirely new. Then, when you're finished, you can publish your analysis as a new dashboard. To learn to set up dashboards, see [Sharing and subscribing to data in Amazon Quick Sight with dashboards and reports](working-with-dashboards.md). **Topics** + [Interacting with dashboards](exploring-dashboards.md) + [Interacting with pixel perfect reports](interacting-with-paginated-reports.md) + [Subscribe to emails and alerts](subscriber-alerts.md) + [Reader generated reports](reader-scheduling.md) + [Bookmarks](dashboard-bookmarks.md) # Interacting with Amazon Quick Sight dashboards Interacting with dashboards To access a dashboard that you've been invited to share, follow the instructions in the invitation email. You can also access a dashboard if it's embedded into an application or website that you already have access to. To fit the dashboard to your screen, open the **View** menu at upper right and select **Fit to window**. Depending on how the dashboard is configured, you can find all or some of the following elements: + The menu bar – This displays the name of the dashboard. Also, the menu bar shows what you can do with the dashboard, including **Undo**, **Redo**, and **Reset**, on the left. As you interact with the dashboard, you can use these as tools to help you explore, knowing that you can change your view without losing anything. On the right, you can find options to **Print** the dashboard, work with **Data**, choose a different AWS **Region**, and open your **User Profile**. The user profile menu has options so you can choose the language that Amazon Quick Sight displays. It also has links to the Quick **Community** and the online documentation (**Help**). + The dashboard sheets – If your dashboard has multiple sheets, these display as tabs across the top of the dashboard. + The **Filter** menu – This option displays to the left of the dashboard, if the dashboard publisher allows filtering. + The **Controls** palette – If your dashboard includes controls, you can use them to choose the options (parameters) that you want to apply to your dashboard. Sometimes a control value is selected for you, and sometimes it's set to **ALL**. + The dashboard title – If your dashboard has a title, it is usually a larger heading. It might have some status information or instructions below it. + The dashboard widgets – The items on the screen can include charts, graphs, insights, narratives, or images. To see them all, you might need to scroll vertically or horizontally. # Using filters on Amazon Quick Sight dashboard data Using filters You can use filters to refine the data displayed in a visual. Filters are applied to the data before any aggregate functions. If you have multiple filters, all top-level filters apply together using AND. If the filters are grouped inside a top-level filter, the filters in the group apply using OR. Amazon Quick Sight applies all of the enabled filters to the field. For example, suppose that there is one filter of `state = WA` and another filter of `sales >= 500`. In this case, the dataset contains only records that meet both of those criteria. If you disable one of these, only one filter applies. Take care that multiple filters applied to the same field aren't mutually exclusive. ## Viewing filters To see the existing filters, choose **Filter** on the element settings menu, then choose to view filters. The filters display in the **Applied filters** panel in order of creation, with the oldest filter on top. ### Understanding filter icons in an Amazon Quick Sight dashboard Filters in the **Applied filters** panel display icons to indicate how they are scoped and whether they are enabled. A filter that isn't enabled is grayed out, and you can't select its check box. One of several scope icons displays to the right of the filter name to indicate the scope set on that filter. The scope icon resembled four boxes in a square. If all boxes are filled, the filter applies to all visuals on the analysis sheet. If only one box is filled, the filter applies to the selected visual only. If some boxes are filled, the filter applies to some of the visuals on the sheet, including the one currently selected. The scope icons match the ones that display on the filter menu when you are choosing the scope for the filter. ### Viewing filter details in an Amazon Quick Sight dashboard To see filter details, choose **Filter** at left. The filter view retains your last selection. So when you open **Filter**, you see either the **Applied filters** or the **Edit filter** view. In the **Applied filters** view, you can choose any filter to view its details. The filters in this list can change depending on the scope of the filter, and which visual you currently have selected. You can close the **Edit filter** view by choosing the selector on the right. Doing this resets the **Filter** view. # Filtering data during your session in Amazon Quick Sight Filtering dashboard data While your dashboard session is active, you can filter data in three ways: 1. If your dashboard has controls at the top of the screen, you can use them to filter data by choosing from a preset list of values. 1. You can use the filter icon on each widget's settings menu. 1. You can create your own filters by using the filter panel on the left side of the page. The filter icon looks like the following. To create a filter, choose the **Filter** icon at left. The first step is to choose which dashboard element you want to filter. Click on the item you choose, so that a highlight appears around the selected item. Also, if any filters are already there, they display in a list. If there aren't any filters, you can add one by using the plus sign (**\$1**) near **Filters**. Filtering options vary depending on the data type of the field you want to filter, and on the options you choose inside the filter. The following screenshot shows some of the options available for a time-range date filter. For each filter, you can choose whether to apply it to one, some, or all dashboard elements. You can also enable or disable filters by using the check box next to the name of the filter. To delete a filter, edit it and scroll to the bottom to see the options. Remember that your filters aren't saved from one session to the next. For more detailed information on creating filters, see [Filtering data in Amazon Quick Sight](adding-a-filter.md). # Using the elements on the Amazon Quick Sight dashboard Using dashboard elements Each widget has a settings menu that appears when you select that widget. This menu provides options to zoom in or out, filter the data, export the data, and more. The options vary depending on what type of widget the element is. When you choose a data point, several actions are available. You can click or tap on a data point, for example on a bar in a bar chart, on a point where the line bends on a line chart, and so on. The available options vary based on what type of item it is. These actions are as follows: + Focus on or exclude. You can focus on or exclude specific data in a field, for example regions, metrics, or dates. + Drill up or drill down. If your dashboard contains data on which you can drill down or up, you can drill up to a higher level or drill down to explore deeper details. + Custom URL actions. If your dashboard contains custom actions, you can activate them by choosing a data point or by right-clicking it. For example, you might be able to email someone directly from the dashboard. Or you might open another sheet, website, or application, and send it the value you chose from this one. + Change chart colors or specific field colors. You can change all the chart colors to a specific color. Or you can choose a specific field value to change its color of the element it's part of. # Sorting dashboard data in Amazon Quick Sight Sorting data You can sort data in three ways: 1. You can hover over the label for the field you want to sort by, and choose the sort icon. 1. You can choose the filter icon at the upper right of one of the dashboard elements. 1. You can click or tap on the field and choose **Sort** from the context menu. Sorting for pivot tables is different; you specify the sort order by using the column sort icon on the pivot table. # Exporting and printing interactive Amazon Quick Sight dashboard reports Exporting and printing dashboard reports You can export or print a PDF version of an interactive dashboard. You can also export some visuals in a dashboard to a CSV. Exporting an entire dashboard to a CSV is not currently supported for interactive dashboards. ## Exporting data from a dashboard to a PDF Exporting data to a PDF **To export an interactive dashboard report as a PDF** 1. From the dashboard report that you want to export, choose the **Export** icon at the top right. 1. Choose **Generate PDF**. 1. When you choose **Generate PDF**, Quick Sight will begin preparing the dashboard report for download. Choose **View downloads** in the blue pop-up to open the **Downloads** pane on the right. 1. There are two ways to download your report: + Choose **DOWNLOAD NOW** in the green pop-up. + Choose the **Export** icon at the top right, and then choose **View downloads** to view and download every report that is ready to download. **To print an interactive dashboard report** 1. From the report that you want to print, choose the **Export** icon at the top right, and then choose **Print**. 1. In the **Prepare for printing** pop-up that appears, choose the paper size and orientation that you want. You can optionally choose to include the background color by selecting **Print background color**. 1. Choose **GO TO PREVIEW**. 1. In the preview window that appears, choose **PRINT**. ## Exporting data from a dashboard to a CSV Exporting data to a CSV **Note** Export files can directly return information from the dataset import. This makes the files vulnerable to CSV injection if the imported data contains formulas or commands. For this reason, export files can prompt security warnings. To avoid malicious activity, turn off links and macros when reading exported files. To export data from an analysis or dashboard to a comma-separated value (CSV) file, use the settings menu at the upper right of a widget. Exports only include data that currently displays in the item that you choose. In tables and pivot tables, you can export data to a comma-separated value (CSV) file or Microsoft Excel file. You can choose to export only visible fields or all fields. To export only visible fields to a CSV or Excel file, choose the menu at upper-right of the visual. Choose either **Export to CSV** or **Export to Excel**, and then choose **Export visible fields to CSV** or **Export visible fields to Excel**. To export all fields to a CSV or Excel file, choose the menu at upper-right of the visual. Choose either **Export to CSV** or **Export to Excel**, and then choose **Export all fields to CSV** or **Export all fields to Excel**. # Generate an executive summary of an Amazon Quick Sight dashboard Generate an executive summary Dashboard readers can generate executive summaries that provide a summary of all insights that Quick Sight has generated for the dashboard. Executive summaries make it easier for readers to find key insights and information about a dashboard at a glance. When readers are viewing a dashboard that uses executive summaries, the **Executive summary** option is available in the **Build** dropdown list that is located in the top right of the Dashboard's page. Use the procedure below to generate an exeutive summary. If a dashboard doesn't use executive summaries, the **Executive summary** option does not appear in the **Build** dropdown list. **To generate an executive summary** 1. In the dashboard that you want to work in, choose **Build**, and then choose **Executive summary**. 1. Choose **Summarize**. The executive summary is generated and the appears on the left. Executive summaries use the data of the current dashboard sheet and visual settings. If the dashboard or visual settings are updated, a warning appears at the top of an executive summary. To refresh the executive summary of an updated dashboard, generate a new executive summary. After an executive summary is generated, Amazon Quick readers can copy the summary to their clipboard in order to share with others, or include in a Quick Sight story. For more information about Quick Sight stories, see [Working with data stories in Amazon Quick Sight](working-with-stories.md). # Customizing tables and pivot tables in Amazon Quick Sight Customizing tables and pivot tables Reader customization for tables and pivot tables is enabled by default. You can change the visual to fit your analysis needs without requesting updates from the dashboard author. Your customizations are private – other readers of the same dashboard don't see your changes unless you share them. **For dashboard authors** To disable reader customization, choose **Format Visual**, choose **Interactions**, and then turn off **Reader Customization**. Republish the dashboard for the change to take effect. You can customize tables and pivot tables in the following ways: + **Sort columns** – Organize data in ascending or descending order. + **Reorder columns** – Rearrange columns to reflect the order that matters most to you. + **Hide and show columns** – Focus on relevant data by hiding columns you don't need, and show them again when you do. + **Freeze columns** – Keep important columns visible while scrolling horizontally through large datasets. + **Add and remove fields** – Include additional fields from the dataset or remove fields you don't need. + **Change aggregations** – Modify how a measure is aggregated (for example, change from *Sum* to *Average*). + **Modify formatting** – Adjust field formatting directly in the dashboard view. **Note** Reader customization is supported for tables and pivot tables only. Other visual types don't support reader-level customization at this time. ## Sorting columns To sort data in a table or pivot table, choose the column header that you want to sort by. Choose it again to toggle between ascending and descending order. ## Reordering columns To rearrange columns, choose the column header menu and then choose **Move left** or **Move right**. ## Hiding and showing columns To hide a column, choose the column header menu and then choose **Hide**. To show hidden columns, choose any column header menu and then choose **Show all hidden fields**. ## Freezing columns To freeze a column so that it stays in place while you scroll horizontally, choose the column header menu and then choose **Freeze column**. This is useful for keeping key identifiers, such as region names or account numbers, visible while you review a wide table. ## Adding and removing fields If the author has made additional fields available for customization, you can add or remove them from the visual. **To add or remove fields** 1. On the table or pivot table, choose **Customize**. 1. In the field list, select the fields you want to add (for example, *City*, *Profit*, or *Quantity*). 1. To remove a field, clear its selection in the field list. The available fields are determined by the author. By default, you can add back, remove, hide, show, reorder, and change aggregations for the fields that are already in the visual. Authors can extend this list to include additional fields from the underlying dataset. ## Changing aggregations After you add or select a measure field, you can change its aggregation type. For example, you can change *Order Date* to aggregate by **Quarter**, or change *Quantity* from **Sum** to **Average**. To change an aggregation, choose the field in the customization panel and then select a different aggregation type. ## Resetting to the default view To discard all of your customizations and return to the author's original configuration, choose any column header menu and then choose **Reset visual**. ## Saving your customizations Your customizations are saved automatically. When you return to the dashboard, your personalized view is preserved – you don't need to reapply settings each time you open the dashboard. ## Sharing customized views You can share your customized view with other readers in the following ways: + **Share this view** – Generate a link that preserves your current filters, column selections, and ordering. Other users who open the link see the same view. This is useful for ad-hoc collaboration. + **Bookmarks** – Save your customizations as a bookmark for recurring use. Bookmarks capture visual customizations and applied filters, so you can return to your preferred view at any time. Bookmarks can be private or shared across teams. ## Exporting customized views You can schedule and export your customized table or pivot table in the following formats: + PDF + CSV + Excel This is useful for sharing data with stakeholders who don't have Amazon Quick Sight access or for offline analysis. ## Embedding behavior When tables and pivot tables are embedded in an application, customization availability and persistence depend on the embedding method. + **Visual embedding (registered or anonymous users)** – You can customize the visual. Customizations are not persisted – the original dashboard is displayed when the page reloads. + **Dashboard embedding for registered users** – You can customize the visual. If state persistence is enabled through embedding options, your customized view is preserved on reload. If state persistence is not enabled, the original dashboard is displayed. + **Dashboard embedding for anonymous users** – You can customize the visual. Customizations are not persisted – the original dashboard is displayed when the page reloads. The `createSharedView` SDK function supports generating a shared view from a customized embedded dashboard. ## Limitations + Reader customization is supported for tables and pivot tables only. Other visual types, such as bar charts, line charts, and KPIs, don't support reader-level customization. + The fields available for readers to add or remove are controlled by the dashboard author. If you need access to a field that isn't available, contact the dashboard author. # Interacting with pixel perfect reports in Amazon Quick Sight Interacting with pixel perfect reports To access a pixel perfect report that you've been invited to share, follow the instructions in the invitation email. You can also access a pixel perfect report if it's embedded into an application or website that you already have access to. To fit the pixel perfect report to your screen, open the **View** menu at upper right and select **Fit to window**. You can also zoom in and out using the plus (\$1) and minus (-) icons on the top left corner of the report. # Exporting and printing Amazon Quick Sight reports Exporting and printing Pixel perfect reports are designed to be viewed from a specific point of time. These reports, or snapshots, can be printed or downloaded as a PDF or CSV. **To export a pixel perfect report report as a PDF** 1. From the pixel perfect report that you want to export, choose the **Export** icon at the top right. 1. Choose **Generate PDF**. 1. When you choose **Generate PDF**, Quick Sight will begin preparing the pixel perfect report for download. When the report is ready, a green pop up will appear that says **Your PDF is ready**. 1. There are two ways to download your report: + Choose **DOWNLOAD NOW** in the green pop-up. + Choose the **Export** icon at the top right, and then choose **View downloads** to view and download every report that is ready to download. **To export a pixel perfect report as a CSV** 1. From the report that you want to export, choose the **Scheduling** icon at the top right, and then choose **Recent snapshots**. 1. In the **Recent snapshots** menu that appears on the right, snapshots are sorted from most recently generated to the oldest. Snapshots are stored for up to 1 year. Find the report that you want to download and choose the download icon to the right of the report. 1. In the report pop-up that appears, choose the download icon next to the version of the report that you want to download. You can choose to download the report as a CSV, or you can download the report as a PDF. **To print a pixel perfect report** 1. From the report that you want to print, choose the **Export** icon at the top right, and then choose **Print**. 1. When you choose **Print**, your browser's printer pop-up appears. From here, you can print the PDF the same way you would print anything else on your browser. # Subscribing to Amazon Quick Sight dashboard emails and alerts Subscribe to emails and alerts Using Amazon Quick Sight, you can subscribe to updates for certain events, such as dashboard updates and anomaly alerts. **Topics** + [ ## Sign up for dashboard emails ](#subscribing-to-a-dashboard-report-for-readers) + [ ## Sign up for anomaly alerts ](#anomaly-alerts) ## Sign up for dashboard emails Getting email reports You can sign up to get a dashboard in report form, and receive it in an email. You can also configure your report settings. **To change subscription and report settings for a dashboard** 1. Open a dashboard that is shared with you. 1. Choose the **Schedules** icon at upper right, and then choose **Schedules** in the dropdown. 1. The **Schedules** pane appears on the right. This pane shows all of the different scheduled reports that you are or can be subscribed to. Navigate to the report that you want and toggle the switch to subscribe or unsubscribe from the report. ## Sign up for anomaly alerts On a dashboard that has a narrative insight that's configured for anomaly detection, you can sign up to get alerts for anomalies and contribution analysis. You receive anomaly alerts when anomalies are updated. The alerts email displays the total number of anomalies, and provides detail on the top five, according to your personal alert configuration. You receive key driver contribution analysis when it's updated, provided that contribution analysis is configured to run with anomaly detection. **To set up anomaly alerts** 1. Open a dashboard that is shared with you. 1. You can configure alerts from one of two screens. Choose one of the following, then go to the next step: + In the dashboard, locate the anomaly widget that you're interested in. Select it so that it has a highlighted box around it. + If you're in the dashboard and have the **Explore Anomalies** page open, you can configure the alert without returning to the dashboard view. 1. At upper right, choose **Configure alert**. The **Alert** configuration screen appears. 1. For **Severity**, choose the lowest level of significance that you want to see. For **Direction**, choose to get alerts about anomalies that are **Higher than expected** or **Lower than expected**. You can also choose **[ALL]** to receive alerts about all anomalies. 1. Choose **OK** to confirm your choices. 1. To stop receiving to an anomaly alert, locate the anomaly widget in the dashboard and use the bell icon to unsubscribe. You can also use the **To manage this alert** link at the bottom of an alert email. # Creating a reader generated report in Amazon Quick Sight Reader generated reports If a Amazon Quick author has set up a prompted report for a Quick Sight pixel perfect report, Quick Sight dashboard viewers can use the prompt to schedule their own reports for themselves. For more information about prompts for pixel perfect reports, see [Setting up prompts for paginated reports](paginated-reports-prompts.md). Use the following sections to learn how to create and modify a reader generated report. **Topics** + [ ## Creating a reader generated report ](#reader-scheduling-create) + [ ## Loading a saved view of a Quick Sight reader generated report ](#reader-scheduling-load-view) + [ ## Updating the view of a scheduled reader generated report ](#reader-scheduling-update-view) + [ ## Updating a reader generated report schedule ](#reader-scheduling-update-schedule) ## Creating a reader generated report Use the following procedure to create a reader generated report. **To create a reader generated report** 1. Open the [Quick console](https://quicksight.aws.amazon.com/). 1. Open the dashboard that you want to create a report for. 1. Choose the **Scheduling** at the top of the dashboard page. 1. The scheduling pane opens. To add a new report schedule, choose **Add**. If you do not see the **Add** button, the dashboard does not contain a pixel perfect sheet, or your Quick account does not have the Pixel perfect reports add on. For more information about the paginater reports add on, see [Getting started](qs-reports-getting-started.md). 1. For **Schedule name**, enter a name for the new schedule. The schedule name can be up to 100 chatacters long. 1. For **Description**, choose the view option that you want the report to use. You can choose from the following views: + **Custom view** – The current view of the dashboard. + **Original view** – The author published view of the dashboard. 1. For **Content**, choose the pixel perfect report sheet that you want to generate a PDF report for. 1. For **Dates**, choose the frequency at which you want to receive the report. Scheduling options that are available for an email report include the following: + **Once (Does not repeat)** – Sends the report only once at the date and time that you choose. + **Daily** – Repeats daily at the time that you choose. + **Weekly** – Repeats each week on the same day or days at the time that you choose. You can also use this option to send reports in weekly intervals, such as every other week or every three weeks. + **Monthly** – Repeats each month on the same day of the month at the time that you choose. You can also use this option to send reports on specific days of the month, such as the second Wednesday or the last Friday of each month. + **Yearly** – Repeats each year on the same day of the month or months selected at the time that you choose. You can also use this option to send reports on specific days or sets of days in selected months. For example, you can configure a report to be sent on the first Monday of January, March, and September, or on July 14th, or on the second day of February, April, and June each year. + **Custom** – Configure your own scheduled report that best fits your business needs. The scheduled report is sent within 1 hour from the specified time. Delays may occur during peak hours. 1. In the **Email** tab, for ** E-mail subject line**, enter a custom subject line, or leave it blank to use the report title. 1. Enter the email addresses of the Quick group name of the users or groups that you want to receive the report. 1. For **Email header**, enter the header that you want the emal report to show. 1. (Optional) For **E-mail body text**, leave it blank or enter a custom message to display at the beginning of the email. 1. (Optional, recommended) To send a sample of the report before you save changes, choose **Send test report**. 1. Do one of the following: + (Recommended) Choose **Save** to confirm your entries. + To immediately send a report, choose **Save and run now**. The report is sent immediately, even if your schedule's start date is in the future. After you save a report schedule, the schedule appears in the **Schedules** pane. Reader generated reports are only available to the user that created them and can't be shared. ## Loading a saved view of a Quick Sight reader generated report Amazon Quick readers can use the **Schedules** pane to load a saved view of any scheduled pixel perfect report thay have created or received. Use the following procedure to load a saved review of a scheduled report. **To load a saved view of a scheduled report** 1. Open the [Quick console](https://quicksight.aws.amazon.com/). 1. Open the dashboard that contains the report that you want to change. 1. Choose the **Scheduling** at the top of the dashboard page. 1. The scheduling pane opens. Locate the schedule that you want to change and choose the ellipsis (three dots) icon next to the report to open the schedule menu, and then choose **Details**. 1. Choose **Load saved view**. The saved view of the dashboard that was used for the selected schedule is rendered. All filter values that were active when the dashboard snapshot was taken are applied to the dashboard. When a saved view of a dashboard is loaded, the reader's current view of the dashboard is lost. ## Updating the view of a scheduled reader generated report After a Amazon Quick reader has created a report in Quick Sight, they can use the **Schedules** pane to update the dashboard view that is used in the scheduled report. Use the following procedure to update the dashboard view of a scheduled report. **To change the dashboard view of a scheduled report** 1. Open the [Quick console](https://quicksight.aws.amazon.com/). 1. Open the dashboard that contains the report that you want to change. 1. Choose the **Scheduling** at the top of the dashboard page. 1. The scheduling pane opens. Locate the schedule that you want to change and choose the ellipsis (three dots) icon next to the report to open the schedule menu, and then choose **Details**. 1. Choose **Load saved view**. The saved view of the dashboard that was used for the selected schedule is rendered. All filter values that were active when the dashboard snapshot was taken are applied to the dashboard. When a saved view of a dashboard is loaded, the reader's current view of the dashboard is lost. 1. Update the dashboard filters that you want to change. 1. Choose the **Scheduling** at the top of the dashboard page. 1. The scheduling pane opens. Locate the schedule that you want to change and choose the ellipsis (three dots) icon next to the report to open the schedule menu, and then choose **Edit**. 1. Navigate to the **Dashboard view** section, and then choose **Custom view**. The new filter values that you updated are applied to the dashboard report. 1. Choose **Save** to update the schedule. ## Updating a reader generated report schedule After they create a reader generated report, Amazon Quick readers can use the **Schedules** pane to make a report schedule active or inactive. Use the following procedure to update active status of a reader generated report schedule. 1. Open the [Quick console](https://quicksight.aws.amazon.com/). 1. Open the dashboard that contains the report that you want to change. 1. Choose the **Scheduling** at the top of the dashboard page to open the **Schedules**pane. 1. Choose **Schedules**. 1. Navigate to the **My schedules** section and find the schedule that you want to update. 1. Use the toggle to set the report schedule to **Active** or **Inactive**. 1. When you are finished making changes to the report schedule, close the **Schedules** pane. # Bookmarking views of a Amazon Quick Sight dashboard Bookmarks When you load a dashboard as an Amazon Quick reader or author, you can create bookmarks to capture specific views of your interests. For example, you can create a bookmark for a dashboard with a specific filter setting that differs from the original published dashboard. By doing this, you can quickly return to the data that's relevant to you. After you create a bookmark, you can set it as the default view of the dashboard that you see when you open the dashboard in a new session. This doesn't affect anyone else's view of the dashboard. You can create up to 200 bookmarks for a dashboard and share them by a URL link with other subscribers of that dashboard. Dashboard bookmarks are available on the Quick console. Dashboard bookmarks for pixel perfect reports are currently not supported. For more information on pixel perfect reports, see [Working with pixel perfect reports in Amazon Quick Sight](working-with-reports.md). Use the following topics to learn how to use bookmarks. **Topics** + [ # Creating bookmarks in Amazon Quick Sight ](dashboard-bookmarks-create.md) + [ # Updating bookmarks in Amazon Quick Sight ](dashboard-bookmarks-update.md) + [ # Renaming bookmarks in Amazon Quick Sight ](dashboard-bookmarks-rename.md) + [ # Making a bookmark the default view in Amazon Quick Sight ](dashboard-bookmarks-default.md) + [ # Sharing bookmarks in Amazon Quick Sight ](dashboard-bookmarks-share.md) + [ # Deleting bookmarks in Amazon Quick Sight ](dashboard-bookmarks-delete.md) # Creating bookmarks in Amazon Quick Sight Creating bookmarks Use the following procedure to create a bookmark for a dashboard. **To create a bookmark for a dashboard** 1. Open the published dashboard that you want to view and make changes to the filters or parameters, or select the sheet that you want. For example, you can filter to the Region that interests you, or you can select a specific date range using a sheet control on the dashboard. 1. Choose the bookmark icon at upper right, and then choose **Add bookmark**. 1. In the **Add a bookmark** pane that opens, enter a name for the bookmark, and then choose **Save**. The bookmark is saved, and the dashboard name updates with the bookmark name (at top left). You can return to the original dashboard view that the author published at any time by selecting **Original dashboard** in the **Bookmarks** pane at right. # Updating bookmarks in Amazon Quick Sight Updating bookmarks At any time, you can change a bookmark dashboard view and update the bookmark to always reflect those changes. **To update a bookmark** 1. Open the published dashboard and make needed changes to the filters or parameters, or select a sheet. 1. Choose the bookmark icon at upper right. 1. In the **Bookmarks** pane that opens, choose the context menu (the three vertical dots) for the bookmark that you want to update, and then choose **Update**. A message appears, confirming the update. # Renaming bookmarks in Amazon Quick Sight Renaming bookmarks Use the following procedure to rename a bookmark. **To rename a bookmark** 1. In a published dashboard, choose the bookmark icon at upper right to open the **Bookmarks** pane. 1. In the **Bookmarks** pane, choose the context menu (the three vertical dots) for the bookmark that you want to rename, and then choose **rename**. 1. In the **Rename bookmark** pane, enter a name for the bookmark, and then choose **Save**. # Making a bookmark the default view in Amazon Quick Sight Making a bookmark the default view By default, when you update a dashboard, Quick Sight remembers those changes and keeps them after you close the dashboard. This way, you can pick up where you left off when you open the dashboard again. You can set a bookmark as the default view of a dashboard instead. If you do, anytime that you open the dashboard, the bookmark view is presented to you, regardless of the changes you made during your last session. **To set a bookmark as your default view of the dashboard** 1. In a published dashboard, choose the bookmark icon at upper right to open the **Bookmarks** pane. 1. In the **Bookmarks** pane, choose the context menu (the three dots) for the bookmark that you want to set as your default view, and then choose **Set as default**. # Sharing bookmarks in Amazon Quick Sight Sharing bookmarks After you create a bookmark, you can share a URL link for the view with others who have permission to view the dashboard. They can then save that view as their own bookmark. **To share a bookmark with another dashboard subscriber** 1. In a published dashboard, choose the bookmark icon at upper right to open the **Bookmarks** pane. 1. In the **Bookmarks** pane, choose the bookmark that you want to share so that the dashboard updates to that view. 1. Choose the share icon at upper right, and then choose **Share this view**. You can copy the URL link that Quick Sight provides and paste it in an email or IM message to share it with others. The recipient of the URL link can then save the view as their own bookmark. For more information about sharing views of a dashboard, see [Sharing your view of a Amazon Quick Sight dashboard](share-dashboard-view.md). # Deleting bookmarks in Amazon Quick Sight Deleting bookmarks Use the following procedure to delete a bookmark. **To delete a bookmark** 1. In a published dashboard, choose the bookmark icon at upper right to open the **Bookmarks** pane. 1. In the **Bookmarks** pane, choose the context menu (the three vertical dots) for the bookmark that you want to delete, and then choose **Delete**. 1. In the **Delete Bookmark** pane that opens, choose **Yes, Delete Bookmark**.