Pinning your most important Dashboards and Reports for Other Users

The pinning feature allows you to pin essential Reports and Dashboards 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 and Dashboards are prominently displayed on other user's homepages. This is particularly useful if you're looking to promote important Reports or Dashboards to busy executives' homepages.

Please note that you can only pin Reports or Dashboards.

How to Access the 'Pinning' Feature.

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

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

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

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

FAQs

Who can pin Reports or Dashboards 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 or Dashboards 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 or Dashboard myself?
Only users with the Admin and Manager roles can unpin items.