How to Pin a Report to a Dashboard

At the end of these steps, a report will be on a dashboard as a card, showing its chart or table next to your other cards. You can pin from the report itself, from the Reports page, or from the dashboard.

Before You Start

To pin to a shared dashboard, you need the Edit dashboards permission. You can pin to a personal dashboard you created without it.

Steps

From a Report

1. Open the report and choose Pin to Dashboard.
2. Under Dashboard, choose where the card goes. Only dashboards you can pin to are listed: shared ones under Shared with Shop and yours under Personal. To make a new dashboard for it, choose + New Dashboard…, enter its name, and choose Personal or Shared with Shop. A shared dashboard needs the Edit dashboards permission, so without it the new dashboard is personal.
3. Change the Card name if you like. It’s shown at the top of the card and starts as the report’s title.
4. Under View, choose Table or Chart. Map reports offer Map instead, and cohort, funnel, journey and traffic reports offer Visualization.
5. Choose Pin.

If the report has advanced filters applied, they’re saved with the card. The card’s date range, comparison and segment follow the dashboard.

Most report pages have Pin to Dashboard. For a report whose page doesn’t, use one of the other two ways below.

From the Reports Page

1. Open Reports and find the report.
2. Choose the pin icon on its card. The number beside the icon is how many dashboards already have it.
3. Select each dashboard you want it on.

Clearing a dashboard removes every card for that report from it. Each change shows a message with Undo. A dashboard you can’t pin to is grayed out, but its checkbox still shows whether the report is on it.

To pin the report to a dashboard that doesn’t exist yet, choose Create new dashboard… and fill in the form. The report is pinned to the new dashboard, and that message has no Undo.

From the Dashboard

1. Open the dashboard’s menu and choose Add Card…. On an empty dashboard, choose Add Card.
2. Search for the report by name or description, or narrow the list with Sliced by, Theme and Visualization.
3. Choose the report. It’s added straight away.
4. Choose Done when you’ve added everything you want.

A report already on the dashboard is marked “Already pinned. Pinning again adds another copy.” Pinning it again adds a second card, which you can give different card filters.

A report marked Coming Soon isn’t available yet, so it can’t be added. On the Reports page, its card has the same mark and no pin icon.

Summary Number Tiles

You can pin most summary numbers from a report, such as total sales, instead of the whole report. It becomes a tile in a row above the dashboard’s cards. This needs the Edit dashboards permission.

1. Open the report and choose the pin icon beside the summary number.
2. Under Dashboard, choose where the tile goes.
3. Change the Tile name if you like.
4. Choose Pin.

The tile follows the dashboard’s date range, segment and sales channel. A dashboard holds up to 12 tiles.

Pinning Paid Click Cards

Five das Pixel numbers can be pinned as cards of their own. They need das Pixel installed.

• Direct Sales Traced to a Paid Ad Click
• Days From Ad Click to Purchase
• Who Your Paid Clicks Brought In
• Spend, Measured and Claimed by Platform
• What Each Platform’s Customers Are Worth

Choose the pin icon in the card’s header on the page it comes from: das Pixel, Advertising or Customer LTV. Pick the dashboard, change the Card name if you like, and choose Pin. Or choose the card under Insight Cards in Add Card….

On the Advertising page, Spend, Measured and Claimed by Platform has a pin icon with 30-Day Window selected, not with 7-Day Window (platform-comparable).

These cards follow the dashboard’s date range. What Each Platform’s Customers Are Worth is the exception: it always shows the last 12 months. The dashboard’s segment, sales channel, comparison and advanced filters don’t apply, and a crossed-out icon in the card’s header names each one that is on.

A card shows Connect an Ad Platform instead of a figure until an ad platform is connected, set up and past its first sync. Days From Ad Click to Purchase reads Not enough traced orders yet until the range holds 20 traced orders.

What Happens Next

The new card goes in the first free space on the dashboard, 1 column wide and 1 row tall. When you pin from a report, the confirmation has a View dashboard link.

From there you can drag the card by its title to move it, and drag its bottom-right corner to resize it. The card’s menu lets you rename it, switch between chart and table, give it its own filters with Card filters…, or take it off with Remove from dashboard.