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Saving a Dashboard/Report

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. Orrrr.... you can show him how to save it too *wink wink. 



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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