Pinning Views and Reports

Pinning lets you save quick access to your most frequently used views and reports directly on your Dashboard. Pinned items are personal - only you can see what you've pinned, and they'll still be there next time you log in.

Note:  You can pin up to four items at a time.

To pin a view or report:

  1. Navigate to the Discovery Views or Reports tab

  2. Select the three-dot menu next to the item you want to pin

  3. Select Pin view

  4. The item will appear at the top of your Dashboard

To unpin a view or report:

  1. From the Dashboard, locate the pinned item

  2. Click the Pin icon or select Unpin view from the three-dot menu

  3. The item will be removed from the top of your Dashboard


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