Overview  

This guide provides step-by-step instructions for creating and managing bookmarks in reports. Bookmarks enable you to save report configurations with specific filter settings for quick access and sharing across different outlets.

Key Benefits  

Bookmarks offer the following advantages:

• Save Multiple Configurations: Store different report settings under unique names for easy identification and access

• Preserve Filter Settings: Selected filters remain intact once bookmarked, eliminating the need to reconfigure settings each time

• Cross-Outlet Compatibility: Export bookmarks and import them to other outlets as needed

• Time Efficiency: Quickly access frequently used report configurations without manual setup

Creating a Bookmark  

Step 1: Navigate to the Report  

For Eg: Open the desired sales report in Gofrugal application by following this path: Reports → Sales → Analysis → Sales Detail → Itemwise

Note: This feature works with any available report type.

Step 2: Configure Report Settings  

The POS will redirect you to the GoAct Smart Report interface. Configure the following:

1. Select the appropriate date range

2. Apply desired filters

3. Confirm your selections

Step 3: Save the Bookmark  

1. Locate and click the bookmark icon in the report interface

2. Enter a descriptive title for your bookmark

3. Click Save

Your bookmark is now created and can be accessed through the "Access Your Bookmark" option under the filters section.

Importing and Exporting Bookmarks  

Exporting Bookmarks  

1. Navigate to the Import/Export Bookmarks tab

2. Select the bookmarks you wish to export

3. Complete the export process

Importing Bookmarks  

1. Open the Import/Export Bookmarks tab

2. Select the import option

3. Choose the bookmark file to import

4. Complete the import process