How to pin reports on Intelligence dashboard?

Keep all your frequently used or favorite reports right where you want them on your Intelligence dashboard.

Simply pin them to the top of the page so you do not have to scroll down lists of reports every time you need them.

Step 1

From your main navigation bar, select the Intelligence tab > Reporting.

Step 2

Click on the report you wish to pin and select 'Save New' on the top right-hand corner.

In the pop-up, give your report a name, and click the 'Rename and save report' button.

Step 3

Now, your report should be saved and appearing under the second tab - Saved Reports on the sub-navigation bar.

Step 4

Click on the report you just saved and navigate to the top right-hand corner of the page where there is a drop-down button named Manage Report. Select the 'Pin Report' option.

You will notice that upon successfully pinning the report, the option would change to read 'Unpin Report', and on the left-hand corner, you will see the report appearing under 'Pinned Reports' right at the top of your Reporting dashboard. 📌✅😃