PERMISSIONS: You need the Insights permission to use these functions.
Go to Insights → Legacy → Reports and click a category to view your clinic's reports. In order to change the filters on the system's legacy insight reports, you must pin the report to your dashboard first. The pin icon will be orange if the report is already on your dashboard.
Pin to Change Filters
- To the right of a report, click the Pin to Dashboard icon
.
- Click the Pin Report button.
- In the sidebar navigation, click Dashboard to view your list of pinned charts reports.
- Click on the Filters icon to change the filters
.