Pin to Sidebar

Pin to Sidebar

You can pin reports, charts, and dashboards to the sidebar for easy reference. Once pinned, you can then rearrange or remove them as needed. Follow these steps to get started:Pin to sidebar

  1. Open the report, chart, or dashboard you’d like to pin to the sidebar 
  2. Hover over the pin icon to the right of the item name in the top left. You should see the textbox “Pin to sidebar”.

  3. Click the pin icon to pin the item to the sidebar. You should now see it in the left sidebar at the very top in the section called “Pinned Items”. If you have multiple pinned items, this latest one will appear at the bottom.

Rearrange pinned items in sidebar

  1. Expand the left sidebar to see everything
  2. Click the three horizontal dots to the right of the “Pinned Items” section

  3. In the drop down menu that appears, select “Rearrange Items”

  4. You will then see all your pinned items appear below with a domino 6 dot icon to the left of each item name. Click on the 6 dot icon to move and rearrange the items in the list.

  5. After you have made your changes, click on the “Done” button that can be found where the three horizontal dots were initially

Upin from sidebar

  1. Expand the left sidebar to see everything
  2. Click the three horizontal dots to the right of the “Pinned Items” section

  3. In the drop down menu that appears, select “Remove Items”

  4. You will then see all your pinned items appear below with an “X” in a circle icon to the left of each item name. Click on the icon to the left of the item you want to remove

  5. After you have made your changes, click on the “Done” button that can be found where the three horizontal dots were initially
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us