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Saving a Dashboard/Report as a 'Favorite'
Saving a Dashboard/Report as a 'Favorite'

If you want to be able to save a report or dashboard from the Insights page with a quick access link, look below for how to do so!

Updated over a week ago

Saving a Report

Do you have a report that your boss keeps asking about? How about we show you how to save that report to make it easier to send it to him every time he requests it, or better yet, how to save it on their own account for easy access!

Head to 'Insights' and select the Dashboard or Report that you'd like to save:

In the top right corner, there is a 'heart' located in the filter section:

Once selected, you'll see it darken and then it will populate on the left hand side:

Now every time you head to 'Insights' if you are wanting to find that report. Look under your favorites section for quick and easy access!

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