# Bookmarks

Bookmarks in Planning sheets allow you to save and revisit specific report states. These states can include filters, sorting, layouts, hierarchy expansions, and other configurations. You can create and manage bookmarks to save and quickly access specific views.

### Prerequisite

* You have access to the Planning sheet with the required dataset.

### Create a bookmark

Create bookmarks to save the current state of your Planning sheet after you apply the required changes to the sheet, such as filters, layout changes, and sorts.

1. Select the **Bookmark** icon and open the **Bookmark** pane.

<figure><img src="/files/Mx91jGq7I5nSTENy0y0X" alt=""><figcaption></figcaption></figure>

2. Select **Public** or **Private** and **Add New** to create a new bookmark.

{% hint style="info" %}
Note

Public bookmarks are visible to all users who have access to the sheet.

Private bookmarks are visible only to the user who created them.
{% endhint %}

A new bookmark called **Bookmark 1** is created.

<figure><img src="/files/7Z91SbKockUNyD5dMaPv" alt=""><figcaption></figcaption></figure>

### Manage bookmark options

Select **More options** (**…**) next to a bookmark.

The following actions are available:

* **Update**: Update the bookmark with the current view.
* **Make default**: Set the bookmark as the default view.
* **Promote to Public**: Make the bookmark available to other users.
* **Rename**: Change the bookmark name.
* **Delete**: Remove the bookmark.
* **Copy link**: Copy a shareable link to the bookmark.

### Common scenarios for bookmarks

1. **Save filtered and sorted views -** Bookmarks retain filters, sorting, and selected measures.
2. **Switch between layouts -**&#x42;ookmarks help to switch between layouts to tailor the sheet for different audiences.\
   Navigate hierarchies - Bookmarks preserve hierarchy states and formatting for reuse.
3. **Highlight ranked data -** Bookmarks help **to** analyze key contributors and outlier&#x73;**.**\
   Use this to analyze key contributors and outliers.
4. **Save number formatting** - Bookmarks retain formatting preferences such as scaling and precision.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.fabricplan.com/planning-sheets/how-tos/bookmarks.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.