Pin and unpin favourite reports

Created by Daniel Beckett, Modified on Fri, 19 May, 2023 at 10:28 AM by Daniel Beckett

Pin and unpin your favourite or most used reports in FLG Insights so they're quick and easy to access. 

Pin and unpin single reports

  1. From the homepage, click the Options icon next to the report you want to pin or unpin.


  2. Click Pin or Unpin from the options presented. This option will differ depending on the current pinned status of the report.


  3. If pinned, the report will appear in the PINNED REPORTS section of the side navigation bar for quick access.

Pin and unpin multiple reports

  1. From the homepage, select one or more reports you want to pin or unpin by clicking the check box to the left of each report name. You can use the Select all check box at the top of the reports list if you want to pin or unpin all reports for all users on the page. An Actions button will be shown at the top of the reports list.


  2. Click ActionsPin or Unpin. It doesn't matter if you pin a report which is already pinned or unpin a report which is not pinned. It will only change the pinned status if the action represents a change.


  3. If pinned, the reports will appear in the PINNED REPORTS section of the side navigation bar for quick access.


Tip: If you Delete existing reports that are pinned, they will no longer appear in your PINNED REPORTS. If you Duplicate an existing report multiple times, they are all treated as separate reports and need to be pinned or unpinned individually. You can Edit the name of an existing report to apply unique names to help you identify each report.

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