Pin reports to a dashboard

Once you have plotted the report from a module, you have the option to pin the report to a dashboard  to save its configuration.

Note

• Reports you create from the Actions menu in a module are temporary and will not save unless you pin the report to a dashboard.

• You can only pin a report that you plot from the Actions menu in a module.

• Once you pin the report to the dashboard, you can view and manage the report from that dashboard in Reports.

1. Click Pin.

   

   Note

   If the report is a chart type, you will select to pin one of the following options:

   • Chart: pins the chart view of the report to the selected dashboard.

   • Table: pins the table view of the report to the selected dashboard.

2. From the Decision Center dropdown, select the dashboard to which you want to pin the report.

   

3. Click Confirm.