Hi there,
I was wondering if there’s a way I can customize my Home page upon logging into my Yext account with the analytics graphs we value highest. This way we can see these reports front and center that align with the #'s we want to achieve with Yext.
Many thanks in advance!
Yes, you can definitely customize the Home page!
To do this, you first need to make sure Home Screen is enabled within your account.
To Turn on Home Screen (if it’s not already enabled)
Hover over the name in the top right corner of your account, and click Account Settings. Then click Account Features on the left and make sure that the Home Screen feature is on.
Once you do that you should see the Home tab appear in the top navigation bar of your account.
Customize your Home Screen
Home Screens come out-of-the-box with default information. However, you have the option to customize this with the information you want. To start, click on the arrow in the Home Screen banner to open the Home Screen Admin Panel. Then click on the Edit Home Screen link in that Admin Panel.
Once you do this, all the tiles on the Home Screen will have a pencil icon, and a trash can icon so you can rename or delete tiles. You can also add new tiles by clicking Add Modules at the very bottom of the page.
From here, you can choose from a variety of pre-built modules that showcase different aspects of the account. You mentioned wanting Analytics groups, so I’d recommend starting in the Analytics section!
For additional details on the customizations you can make to Home Screens, I recommend checking out the Home Screens training module, or the Customize your Home Screen help article.
Let us know if you have any other questions!
