Why Smart Teams Don’t Rebuild Reports — They Bookmark Them

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You’ve finally built the perfect report in Jira — the one that pulls the right data, across the right projects, with all the right filters. It looks great. It tells the story you need it to.

Then, two weeks later, someone asks for an update.

You sigh, open Jira again, and begin clicking through the same menus: choose the timeframe, adjust the filters, select the team… again. By the time you’re done, half an hour has disappeared. And the next time someone asks? You’ll have to do it all over again.

This tiny ritual — repeated hundreds of times across teams — quietly eats hours from your schedule and creates something even worse: inconsistent reporting. Different people see slightly different data, drawn at slightly different times, with slightly different filters. Suddenly, nobody’s sure which numbers are the truth.

The Shortcut to Consistent Reporting

ActivityTimeline’s Bookmark Reports feature was designed to break this loop.

Instead of rebuilding your reports from scratch, you can now save your perfect configuration — every filter, every field, every timeframe — and reopen it instantly whenever you need it.

It’s like saving a favorite workspace that always loads exactly the way you left it.
Your data stays consistent. Your views stay aligned. And your reporting workflow finally feels effortless.

How It Works: Bookmarking in Action

Let’s imagine you’ve just built a Team Utilization Pie Chart in ActivityTimeline.
You’ve fine-tuned it by selecting your project scope, timeframe, and team groups. The chart is spot-on — exactly how you want to track workloads week after week.

Here’s what happens next:

1. Generate the Report – Build it once with your ideal settings.

2. Click to Save – On the report or generation page, click the ⭐️ Bookmark Report button.

3. Name Your View – Give your report a recognizable name like “Team Utilization – Q4.”

4. Access Anytime – The saved view now appears under your Bookmarked Reports list. No need to repeat the setup again — ever.

From that point forward, every report you’ve saved lives in one neat place. Think of it as your personal reporting library, ready to open with a single click.

Beyond Convenience: Why Bookmarks Change the Game

Sure, it saves clicks — but the real magic is what it does for collaboration and consistency.

When teams juggle multiple projects, ensuring that everyone measures success the same way becomes tricky. One PM might track story points; another prefers logged hours. ActivityTimeline fixes that by letting administrators and power users pre-save KPI dashboards and share them across the team.

Everyone sees the same data. Everyone speaks the same reporting language.

Control Who Sees What

Every bookmarked report includes an Access Level — your way of deciding how far and wide it should be shared.

• Private – Visible only to you (perfect for personal dashboards).

• Shared – Viewable by admins and power users via a direct link.

• Public – Accessible to anyone in your organization with the link.

Need something more granular? You can go a step further and share with specific users, teams, or roles — like granting access only to members with a “Manager” role.

A team lead, for instance, can create a performance dashboard and share it solely with their team — giving them a clear, focused view of progress without exposing sensitive data elsewhere.

Sharing is simple: right-click the “Web Report” or “Excel Report” link, copy it, and send it to your recipients.

⚠️ Just remember: if your report relies on a Jira filter, make sure your recipients have access to that filter too — otherwise, their data view might appear incomplete.

Flexible, Secure, and Built for Real Workflows

By default, your bookmarked reports stay private — but with a few clicks, you can decide who else should have access. That means you can confidently share updates across your company without losing control over sensitive project information.

The feature also respects Jira’s built-in permission system, so access to data is always aligned with the security model your teams already use.

And because each bookmark preserves every detail — from selected time units to data groupings — it’s perfect for granular analysis. You can export reports both as web views and Excel files, making it easy to continue analysis, build presentations, or share executive summaries.

A Simpler, Smarter Way to Report

The Bookmark Reports feature isn’t just another convenience tool — it’s a mindset shift.
It turns one of the most repetitive, error-prone tasks in project management into a one-click experience.

With it, your team can focus less on rebuilding reports and more on acting on the insights they reveal.

Because at the end of the day, your time is better spent driving progress — not chasing filters.

👉 Want to see how it works in action?
Schedule a demo and discover how ActivityTimeline’s Bookmark Reports can standardize and simplify reporting across your Jira ecosystem.