1. Click the Home button on the purple side bar.
2. Click the Add Report button.
3. Click the Report button.
   
4. Select each report to pin to your dashboard:
   • Policies & Induction Content Report.
   • Certifications Report.
   • HR Documents Report.
   • Tenure Report.
   • Workforce Snapshot.
   • Termination Report.
   • Custom Build Your Own Reports.

   Helpful Hint

   You can select one to five reports to pin to your dashboard.

   Be sure to click the most important report first, as the order in which you click the reports will decide their order in the Pinned Reports widget. This means what you click first will appear first on the dashboard. The same goes for the second and next reports you click.

5. Click the Add button.
   

1. Click the Home button on the purple side bar.
2. Click the Add Report button.
3. Click the Report button.
   
4. Deselect each report you have pinned.
5. Click each report based on how you want them to appear on your dashboard.
   
   

   Helpful Hint

   You can select one to five reports to pin to your dashboard.

   Click the most important report first, so it appears first on your dashboard. Then, click the second one you need, and the same goes for the next reports.

6. Click the Add button.
   

1. Click the Home button on the purple side bar.
2. Click the Add Report button.
3. Click the Report button.
   
4. Deselect the reports you do not need.
5. Select the reports you need.
   
   

   Helpful Hint

   You can select one to five reports to pin to your dashboard.

   Click the most important report first, so it appears first on your dashboard. Then, click the second one you need, and the same goes for the next reports.

6. Click the Add button.
   

1. Click the Home button on the purple side bar.
2. Scroll to the Pinned Reports widget.
3. Click the three dots button (ellipsys) for Pinned Reports.
4. Click the Remove Widget button.
   

1. Click the Home button on the purple side bar.
2. Scroll to the Pinned Reports widget.
3. Click the title of the report you want to view.
   
4. If you have more than two pinned reports, click the More dropdown button.
5. Click the report you want to view.
   

1. Click the Home button on the purple side bar.
2. Scroll to the Pinned Reports widget.
3. Click the Filter button.
   
4. Filter the data based on the fields applicable for the specific report.
   
   

   Helpful Hint

   Filters may vary based on the report you are viewing.

5. Click the Apply button.
   

1. Click the Home button on the purple side bar.
2. Scroll to the Pinned Reports widget.
3. Click the report you need.
4. Click the View Full Report button.
   

Here are the fixed default filters (automatically displayed information) for the different pinned reports:

1. Policies & Induction Report.
   • Personnel Type = Employees & Contractors.
   • Employment Status = Active.
   • Document Status = Overdue.
2. Certifications Report.
   • Personnel Type = Employees & Contractors.
   • Employment Status = Active.
   • Mandatory = Mandatory & Optional.
   • Certification Status = Expired & Overdue.
3. Custom Build Your Own Reports (BYOR).
   • BYOR charts will only include employees.
   • You will not be able to pin table reports. You will need to either add a column or a donut chart to your BYOR for it to reflect properly on the Pinned Reports widget.