Bookmark a Page or Report on Your Role Centre

Using the bookmark icon, you can add an action that opens a page or report from the navigation menu of your Role Centre. Bookmarks allow you to quickly reach your favourite content or business tasks. You add the bookmark from the target page or report, meaning the screen that you want the link on the Role Centre to open.

The bookmark icon is shown in the top-right corner of a page and also in the Tell Me window where you can efficiently bookmark multiple pages or reports. If a bookmark already exists for the page, then the icon is dark, and the tooltip says "Bookmarked".

To bookmark the target page

  1. Open any page that you want a link for on your Role Centre.
  2. Choose the Bookmark. icon.

An action named after the page is now added to the navigation menu on your Role Centre.

To bookmark the target report

  1. Open any report request page that you want a link for on your Role Centre.
  2. Choose the Bookmark. icon.

An action named after the report is now added to the navigation menu on your Role Centre.

To bookmark a page or report from the Tell Me window

  1. Open the Tell Me window and enter, for example, Sales Orders.
  2. Hover over the search result for the Sales Orders page or report, and then choose the Bookmark. icon.

An action named after the page or report is now added to the navigation menu on your Role Centre.

Frequently Asked Questions

  • Can I reorganise my bookmarks?
    Yes. You can personalise your Role Centre and move actions into a more optimal sequence or move them into existing groups or subgroups.
    Learn how to Personalise Your Workspace.

  • How do I remove a bookmark?
    On the target page or report, choose the bookmark icon again to remove the involved action from your Role Centre. You can also personalise your Role Centre and temporarily hide actions without fully removing them.

  • Where do I find my bookmarks?
    When adding a bookmark to a page or report, the new action is added to the top navigation menu on your current home screen (Role Centre). If you happen to have many actions, you may need to activate the More button to display all of them because the new action is always appended at the end of those actions.

  • I don't have a bookmark icon. Is something wrong?
    The ability to bookmark a page or report is one of many user personalisation features in Business Central. If the bookmark icon isn't displayed, it's likely that your administrator has disabled personalisation.

  • Why can't I bookmark certain pages or reports?
    Not all pages and reports can be bookmarked. When a page or report is run within some special context governed by the business application, the bookmark icon isn't displayed. For example, pages that cannot be found in the Tell Me window but are launched from elsewhere will not display a bookmark icon. Similarly, report request pages that are only used to collect filters without running the report will not display a bookmark icon.

    See technical details about RunRequestPage and FilterPageBuilder.

  • When clearing my personalisation, will my bookmarks also be cleared?
    Yes. Bookmarks reside in the navigation menu. If you clear changes to the navigation menu from any page, or clear all personalisation on the Role Centre, all your new actions will be permanently removed.

  • Why does the bookmark icon continue to indicate it's still not bookmarked?
    When you add a bookmark, the new action is added to the navigation menu on the Role Centre and subsequent visits to the page or report show a dark bookmark icon. If you personalise your Role Centre and reorganise your actions by moving them into groups, the bookmark icon will no longer be dark and you can add another bookmark to that same page or report. This allows you to add multiple actions to the same page or report and categorise them into different groups.

  • Why does my link to a report display a different report?
    Some reports may be substituted by other reports after applying an extension to Business Central. When substitution occurs, the text of the new action isn't updated and will continue to display the name of the original report, but navigate to the newer report. To correct the text of the new action, you can remove the new action and add it again.

  • Is bookmarking available for XMLports?
    No. At this time, adding actions to open XMLports isn't possible from the user interface.

  • Will my bookmarks be translated when I change my language in Business Central?
    When you add a new action, any translated text that was available at the time is used when bookmarking. If new translated text is added later, then the new action will not include the newer translations.

  • Why can't I add text in a page right after opening it with the bookmark?
    When a page is bookmarked, the page will always open in the view mode from the bookmark—even if it was in the edit mode when it was bookmarked. Selecting the Make changes on the page icon Shows the pencil icon for editing the page. will let you add text in the fields that are editable.

See Also

Personalise Your Workspace
Work with Business Central
Change Basic Settings
Change Which Features are Displayed