Tips and Tricks

Mass Update How Pinned Reports are Shared

Description

The Pinned Reports Administrative report enables system and application administrators to review usage statistics for Pinned Reports within their respective applications. This is especially useful when you want insight into how widely the Pinned Reports functionality is being adopted across your campus, department, or organization. The report provides detailed usage metrics, including how frequently a pinned report is run, when it was last executed, how often it has been used on a dashboard, and how many times it has been run through the Report Scheduler. In addition to reporting statistics, this administrative page allows you to manage sharing and security for group Pinned Reports. Administrators can add or modify View, View & Edit, and Read‑Only group assignments, controlling which user groups can maintain a pinned report versus those who can only view or run it. To access the report, navigate to any application and select: Administration → Information → Pinned Reports To update sharing permissions, navigate to the role columns on the page. You can click into a field and select the appropriate role for view, view/edit, or read‑only access. As with standard sharing rules, you may only assign view and view/edit access to roles of which you are a member. Once a pinned report has been shared, a group icon will appear in the Shared column, indicating that the report is available to one or more user groups.

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