# Choose what someone sees on Analytics

> In SkedX CRM, each person’s Analytics page shows the widgets chosen for them, and the choice follows them to every browser and phone. To choose for someone else, the account’s owner or an admin opens Analytics, clicks the Customize button (the sliders icon beside Add widget), picks the person under For, and ticks only what that person should see: built-in widgets such as Outreach by Rep, pinned reports, and the Tasks & Projects tab. Every tick saves for them at once; the admin’s own page does not change. A pinned report that only you can see shows “Only you can see this” and a Share button: share it first, or the other person would see nothing. The person sees who chose for them and can still change it. Choosing widgets does not change what data anyone may see inside a widget; that still follows their own access.

Product: SkedX CRM · Topic: Analytics · Draft — steps not yet re-verified in the live product

A busy owner may only need two charts. Pick them for that person once, from your own login, and Analytics opens with just those on every device.

## Step 1: Open Customize on Analytics

On **Analytics**, click the sliders button beside **Add widget**. **Customize** opens below it, showing what you see today.
Open it directly: https://crm.skode.ai/analytics

## Step 2: Pick the person

Under **For**, choose the teammate. Their own choice loads, and a line says your own page stays as it is. Only the account’s owner and admins see **For**.

## Step 3: Tick only what they should see

Untick what they don’t need. Here only **Outreach by Rep** and one pinned report stay ticked, and the **Tasks & Projects** tab is off. The summary tiles at the top can be hidden the same way. Each tick saves at once, and the line under their name confirms it.

## Step 4: A pinned report only you can see

A report you pinned for yourself says **Only you can see this** and can’t be ticked for someone else. Click **Share** first. See [Share a pinned report](https://skode.ai/help/crm/analytics/share-a-pinned-report-on-analytics/).

## Step 5: What they see

Their Analytics opens with just **Outreach by Rep** and the pinned report, on their laptop and their phone. Their own Customize list says who chose it, and they can still change it.

## Step 6: On a phone

On a phone, tap **⋯** then **Customize widgets**. The same lists open as a sheet.

## Common questions

### Who can choose for someone else?

The account’s owner and admins. Everyone can choose for themselves with the same button.

### Does it change my own Analytics?

No. While you choose for someone, your own page stays as it is.

### Does hiding a widget hide the data from them?

No. It only chooses which boxes show. What anyone can see inside a widget still follows their own access.

### Can they change it back?

Yes. Their Customize list says who chose it, and they can tick anything back.

### Do the order and size of the boxes follow them too?

Not yet. Which boxes show follows them to every device; order and size are kept by each browser.

Videos and screenshots © 2026 SkedX, with sample data only. Share and link to them freely; copying the SkedX product or its design is not allowed. Terms: https://skode.ai/terms/

## Related guides
- Share a pinned report on Analytics with your team: https://skode.ai/help/crm/analytics/share-a-pinned-report-on-analytics/
- Update a saved view — for everyone, or just for you: https://skode.ai/help/crm/profiles/update-a-saved-view/
- See what you did and what moved — My Work: https://skode.ai/help/crm/analytics/see-what-you-did-and-what-moved/

Source: https://skode.ai/help/crm/analytics/choose-what-someone-sees-on-analytics/