Email Bookmark

Introduction

The "Email Bookmark" feature allows you to create a snapshot (Bookmark) of a report and send it to another user through email. This feature can be used for the following:

  • Ask questions about the numbers
  • Share thoughts/analysis about the numbers
  • Send out an alert to other users or groups of users

In order to email the bookmark select the Email Bookmark icon.

The Bookmark Name defaults to the Report Name, but you can revise it if desired.  Insert your comments to the bookmark and press "Open email dialog" button. An email with the bookmark URL will be created. When you press "Click here to open your email client" button, your default email client will be started with a new email containing a unique URL to the bookmark. You can send this email to anybody, but the recipient needs to have a CXO-Cockpit account in order to open the bookmark.

Restrictions

  • The recipient needs be a CXO-Cockpit user
  • The recipient needs to have access rights to the bookmarked reports
  • The recipient needs to have access rights to the bookmarked POV