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Choose what someone sees on Analytics

A busy owner may only need two charts.

3 min readFor adminsIn review

Pick them for that person once, from your own login, and Analytics opens with just those on every device.

In review: written from the product, not yet walked through live.

1Open Customize on Analytics

On Analytics, click the sliders button (1) beside Add widget. Customize opens below it (2), showing what you see today.
Analytics toolbar: (1) the sliders button beside Add widget, (2) the Customize list it opens
Customize opens under the sliders button.

Open Analytics in SkedX

2Pick the person

Under For (1), choose the teammate. Their own choice loads, and a line (2) says your own page stays as it is. Only the account’s owner and admins see For.
The Customize list choosing for a teammate: (1) For with their name, (2) the line saying your own page stays as it is
Choosing for a teammate.

3Tick only what they should see

Untick what they don’t need. Here only Outreach by Rep (1) and one pinned report (2) stay ticked, and the Tasks & Projects tab (3) 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 (4).
Ticks for a teammate: (1) Outreach by Rep ticked, (2) a pinned report ticked, (3) Tasks & Projects unticked, (4) Saved, they see this on every device
Only Outreach by Rep and one pinned report stay ticked.

4A pinned report only you can see

A report you pinned for yourself says Only you can see this (1) and can’t be ticked for someone else. Click Share (2) first. See Share a pinned report.
A private pinned report: (1) Only you can see this, (2) Share
Share it first, or they would see nothing.

5What they see

Their Analytics opens with just Outreach by Rep (1) and the pinned report (2), on their laptop and their phone. Their own Customize list says who chose it, and they can still change it.
The teammate’s Analytics on a phone: (1) Outreach by rep, (2) the pinned report
The same on their laptop and their phone.

6On a phone

On a phone, tap ⋯ then Customize widgets. The same lists open as a sheet (1).
The Customize widgets sheet on a phone: (1) the same lists, rows sized for a thumb
On a phone, a sheet from the bottom.

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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.

Previous: See what you did and what moved — My Work · All Analytics guides

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