How do I add reports to my Home page?

Track your team's sales performance in Endear 

Once logged in, from the Home page, you will be able to monitor your team's sales performance with the Insights card. The team leaderboard will display the sales made through Endear.

 

  1. 1. Click Insights to move on to the next step.




  2. Once on the Reports page, you will all the reports available to you. Click the three dots on any report and select "Pin to Top" to pin it to your Home page. (This report will now also appear under the "Pinned" section of your Insights page.)




  3. Once you've pinned the report, return to the Home page and the Insights section will display the pinned report



 

For more information: