Shared folders and report pinning enables streamlined access to reports and efficient collaboration, especially when managing complex data needs across teams. The Pinned Reports page allows users to store and view key reports, making it easy for all stakeholders to access vital company reports in one central location. With report pinning, users can easily denote high-priority reports so that the most mission-critical reports.

Together, these features support Chord’s mission of empowering e-commerce brands to make informed, data-driven decisions faster and with greater confidence.

You can pin personal reports that have been added to your company’s shared folder or any of the quickstarts offered on our data platform.

To create a new report, follow these instructions: Creating Custom Reports.

To pin a report, you can find the relevant report you’d like to use under Shared Reports or Quickstarts.

Click the Pin button to place the desired dashboard or Look to your organization’s Pinned Reports page. The reports will be organized and displayed alphabetically on the Pinned Reports tab.

Note that you cannot pin reports directly from your personal folder (My Reports). To pin a report that is currently in your personal folder, you must first promote and share that report to your organization’s Shared Reports.

To unpin a report, find the relevant report you’d like to remove on the Pinned Reports page. Click on the Unpin icon to remove the report from the Pinned Reports page.

You can also choose to unpin a pinned report via Shared Reports and Quickstarts as well.