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How to use Bookmarks on a Report

By Alan Blair

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Before adding a bookmark, the following options should be considered:

• The name of the bookmark should be self explanatory so that the user will understand where the bookmark will take them in the report.
• When setting a bookmark at a repeating field collection (e.g. Document Approval Items, CA/PA Stages), the bookmark should be added to a header or footer in order to avoid unnecessarily repeating the bookmark.

To add a bookmark:

1. Highlight the field you want to act as a bookmark.
2. Click on the Property Grid at the right-hand side and locate the Bookmark field.
3. Enter a name for the bookmark as shown below (NB This should be something meaningful for the user that will be viewing the report).

4. Save the report.

To use a bookmark:

1. Launch the report you want to view by clicking [File] then [Print Preview].
2. Select the report and click [Preview].
3. Within the Document Map on the left, click the bookmark name to visit the bookmarked section of the report.