Skip to main content
Pinning and unpinning dashboards is an admin-only feature. Non-admin users can view pinned dashboards but cannot change pin settings.
Pinning controls where dashboards appear throughout Statisfy. You can pin dashboards to the main Reports page, to account detail pages, or both.

​
Pin Contexts

ContextWhere It AppearsDescription
Pin to DashboardMain Reports pageDashboard appears in the Reports page dashboard list
Pin to AccountsAccount detail → Reports tabDashboard appears on individual account pages, auto-filtered to that account
A single dashboard can be pinned to both contexts at the same time.

​
How to Pin a Dashboard

  1. Navigate to the Reports page.
  2. Find the dashboard card you want to pin.
  3. Click the three-dot menu on the card.
  4. Select Pin to Dashboard or Pin to Accounts (or both).
A pin icon appears on the card to indicate where the dashboard is pinned.

​
How to Unpin a Dashboard

  1. Navigate to the Reports page.
  2. Find the pinned dashboard card.
  3. Click the three-dot menu on the card.
  4. Select Unpin from Dashboard or Unpin from Accounts.

​
Pin Indicators

Dashboard cards display small icons showing where each dashboard is currently pinned. This lets you quickly see which dashboards are available in each context without opening the menu. A card can show up to two pin icons — one for each context.

​
Reordering Pinned Dashboards

Admins can change the display order of pinned dashboards within each context. The order determines:
  • The sequence in which dashboards appear in the list.
  • Which dashboard is auto-selected when a user opens the Reports tab on an account page — the first dashboard in the pinned order is selected by default.

​
Pinned Reports on Account Pages

When dashboards are pinned to the Accounts context, they appear in the Reports tab on account detail pages:
  • Pinned dashboards are shown as a selectable list in the sidebar.
  • Data is automatically filtered to the current account — no manual filtering needed.
  • The first dashboard in the pinned order is auto-selected.
  • All view type, filter, and cross-filter features work the same as on the main Reports page.
  • If no dashboards are pinned to Accounts, an empty state message directs users to the main Reports page to explore available dashboards.