Pinning your most important Reports for Other Users

The pinning feature allows you to pin essential Reports for easy access to other users homepages.

While the "Favorite" feature lets you mark items as favorites, pinning provides a way to ensure critical Reports are prominently displayed on other user's homepages. This is particularly useful if you're looking to promote important Reports to busy executives' homepages.

Please note that you can only pin Reports

How to Access the 'Pinning' Feature.

Pinning is available via the Admin screen under the user profile. Follow these steps to pin a Report for another user:

1. Click your initials, found on the top right side of the screen and from the dropdown, select "Admin"

2. Click the "Users" tab and select the user you would like to pin a Report for

3. Once the user is selected, click the "Pins" tab

4. Click "+Add" to select the Report of your choice. The pinned Report will be available for the user to view in their homepage.

By utilizing the pinning feature, you can ensure that the most important Reports are easily accessible and highlighted for all necessary team members.

FAQs

Who can pin Reports for users?
Only users with the Admin and Manager roles can pin items for other users.

Is there a limit on how many items I can pin?
No, there is no limit to the number of Reports that can be pinned.

Where is the pin visible?
Pinned items will be prominently displayed on the user's homepage, separate from their favorites.

Will users get notified if a new item is pinned?
Users are not notified when something is pinned for them.

Can I unpin a Report myself?
Only users with the Admin and Manager roles can unpin items.