What Does Pinning Do?

 

Pinning allows you to pin down the data selected so that anyone else who has View Only access to this report will not be able to change the pinned filters. This will allow you to give very restrictive permissions and have better control over the access your users have.

Additionally, you can always 'Pin' the filters on the reports. The schedules are not synced with the report template by design so that you can have multiple schedules per report template but you can force them to sync by "pinning" the report filter.

By following the steps below you can easily pin filters to your reports.

Step 1: Click on Edit Mode within the report.

 

Step 2: Select the thumb tack icon next to the filter that you are wanting to pin to your report.

Step 3: Select Save As to save your report with a name of your choice. 

 

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