Pinning Report Templates & Packages

Overview - What is Pinning?

Each Client/Company can have a unique set of "favorite" reports and packages by posting them in the first tab of the Libraries page. When an item is Pinned, it is bookmarked specifically for the Client/Company listed in the top left corner. 

Admins, Leaders, and Manager users can Pin and unPin reports and packages. 

Who Can Pin Reports and Packages?

Admins, Leaders, and Manager users can all pin reports and packages. (Staff and Viewers can still share reports and packages with other individual users.)

Who Can See Pinned Items?

Pinned items can be seen by any users who have been granted access to the specific Client/Company to which the item was pinned. 

NOTE: Pinning is done at the Company/Client level. Therefore, users who are granted permissions at the Account level may not necessarily see items pinned by other users, unless they are also granted explicit permission to the specific company on the Manage > Company Permissions page.

How do I Pin Reports and Packages?

Step 1.  Use the navigation on the left and select Reports & Libraries > Libraries.

Step 2.  From the tabs at the top, browse to Mine, Shared With Me, or the Qvinci Gallery and browse or search for a report that you want everyone with access to the selected company to have access to.

Step 3.  Once the report is found, click the Pin icon to the right of the desired item. That report will now be found on the Pinned tab, available to anyone with access to the company reporting files.

How do I un-Pin a Report or Package?

Items can only be Unpinned from the Pinned tab.

Click the unPin icon to the far right of the item to remove it from the Pinned tab.

Have Questions?
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