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Custom Report – Defaults, presets and bookmarks

All added data sets can have a default state when a new session is opened, i.e. preselected dimensions and measures. Even the table column widths are saved in the state. It is recommended to always set a default state so the user does not have to start with an empty table. To create a new default state for a dataset go in to edit mode. Select your measures/dimensions you want to set in you default state and click "Save default state". After you added a default state you can always show your current default state by clicking on the button "show default state". To change your default state, just make your new selections and click "Save default state" again.


Save Default State

Show Default State

Session

Within a session, all selections between the data sets will be saved, i.e. the default state will not be followed once the session is started. This makes it possible to easily change between data sets without losing the last state. 


Presets

Presets are accessible from the drop down of data set.

   

 To create a preset select your dimensions/measures and go in to edit mode. Click on "presets" and click on "Add Preset". To change a preset, change your selections and click "Save preset". You can always show a current preset by clicking "show preset"


Bookmarks

For the end user is possible to create personalized bookmarks. With bookmarks you can save a state and go back to that state using the standard Qlik Sense bookmark list. 


How to use bookmarks

  1. Enable bookmarks in Custom Report Object (enabled is default)


  1. Use the bookmark creator How to create a bookmark.


  1. Access the bookmarks


Note! To support bookmarks using the Qlik Sense standard functionality, the extension creates and use variables starting with "ClimberCustomReport". These variables values are stored in the selection state and therefore in bookmarks. This is not the default behaviour of variables created in the Qlik Sense client. If you accidently delete the variable, entering Edit mode will recreate it if the app is not published. Variables are not automatically deleted. In the Custom Report+ state is stored even if Use Bookmarks is not enabled, but only applied if enabled.


Note! If the Custom Report should be used as a master items it need to disable Use Bookmarks and then enabled, after it's been added to the master library. This is due to the Custom Reports gets a new Id and a new variable needs to be created. 

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