Reports

How To Set a Default Reporting Dashboard

Last updated: November 2, 2016

Available For:

Marketing: Basic, Pro, Enterprise
Sales: N/A
Add-Ons: Reporting

Reporting Add-On Administrators have the ability to set a default reporting dashboard. To set a default dashboard in your reporting tools:

  • Go to your Marketing Dashboard by clicking on Dashboard in the navigation bar.

  • Click on the name of the current Reports dashboard (Marketing Dashboard) to select the desired dashboard.

  • Click the Settings dropdown at the top-right of the dashboard and select.
  • Select Make default dashboard and then Set as default to confirm.

This report will now appear by default when navigating to Reports Reports Home Reports Dashboards. The Marketing Dashboard will always appear by default when clicking Dashboard in the main navigation bar.