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Analyze Your Data
Stay Organized with Collections

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Stay Organized with Collections

Collections enable you to curate and organize your analytics in a customized way. By creating a collection, you have a personalized set of analytics that’s relevant to your projects or interests. Your analytics can be drawn from different folders, and you can avoid searching different folders to access your most important analytics. In addition, collections can personalize the home page that makes it easier to find and use the information that matters most to you.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions
Available in: Enhanced Folder Sharing
Also available with CRM Analytics, which is available for an extra cost in Performance, Enterprise, Unlimited, and Developer Editions.
User Permissions Needed
To use collections:
Enhanced Folder Sharing
Run Reports OR Create and Customize Dashboards
To manage a collection with CRM Analytics items: Use CRM Analytics

Add your items, such as those related to a project or commonly used, for immediate access. You can pin collections to your home page, hide collections, and share collections with others.

Adding item to a colleciton.

See Also

 
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