Documentation

Shortcuts

Bookmark frequently used report views for one-click access.

What it is

A personal, saved list of quick links — most commonly used to bookmark a specific Client Report view (report + optional job filter) so you don't have to re-select filters every time.

Who can use it

All roles — shortcuts are personal to each user.

Where to find it

Header bookmark icon opens the Shortcuts drawer.

Shortcuts screenshot

Steps

  1. From a report view you use often, save it as a shortcut.
  2. Open the header bookmark icon any time to jump straight back.
  3. Reorder shortcuts or open one in a new tab from the drawer.

Good to know

  • Shortcuts are per-user, not shared with your team — a teammate won't see the shortcuts you save.

Common questions

  • Can I share a shortcut with a teammate? Not directly — share the underlying report link instead (see Client jobs and candidates).
  • How many shortcuts can I save? There's no meaningfully low limit for typical use — save as many as help your workflow.
  • Do shortcuts work for pages other than reports? They're primarily built around Client Report views; other page types may not currently support saving as a shortcut.
  • Can I rename a saved shortcut? Check the drawer for a rename/edit option; otherwise remove and re-save it with the filters you want.

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Last updated: 9/17/20264 views