Editing an analysis report allows you to refine your data insights and ensure your dashboards remain relevant.
Follow these steps to make changes to your analysis effectively:
Step 1: Navigate to the View Analytics Page
Go to the View Analytics page. This page lists all your analytics, providing a central hub for managing and editing your data analyses.
Step 2: Choose the Analysis to Edit
Browse through the listed analytics and locate the one you wish to edit.
Click the Options icon (usually represented by three dots) on the right side of the specific analysis and select Edit.
Step 3: Make Necessary Edits
Edit Metrics: You can modify which metrics are pinned to the dashboard, allowing customization to display metrics most relevant to your current focus.
Adjust Date Range: Modify the date range for the analysis to focus on different periods for more tailored insights.
Step 4: Save the Changes
After making the desired changes to the metrics and date range, click the Save button to apply and save these changes.
Summary
Here’s a concise breakdown of how to edit an analysis in Sales Analytics:
Go to View Analytics: Start on the 'View Analytics' page, where all your analyses are displayed.
Select the Analysis to Edit: Click on the analysis you want to modify.
Edit Metrics and Date Range: Change the metrics you want to pin and adjust the date range as needed.
Save Changes: Hit 'Save' to ensure all your edits are applied and stored.
By following these steps, you can effectively edit your analyses in Sales Analytics, enhancing the relevance and utility of your data insights.