Customize A Cockpit Layout to Show What You Want, How You Want
Adding Tiles from Within A Cockpit Layout
As long as you have some saved views or reports in Apollo, you can add (but not create) them as tiles in Cockpit.
Note: For more information on creating new tiles and editing the content they show, check out the this article.
To add a tile from an existing saved view or report, select the cockpit layout you would like to add tiles to by clicking the drop-down at the top left of the page. From there, click Actions > Edit to open the cockpit editor. If you want to start with a new cockpit layout instead, however, click Actions > + New. This will create a new layout and bring you directly to the editor for it.
In the right-hand menu, select the tile type you want and then click any of your saved views or reports to add them as a tiles.
To remove a tile, click it again in the menu (it will have a red dot to its left). You can also do this by clicking the [ ... ] button on the tile itself and selecting Remove Tile -
Adding Tiles from Outside of a Cockpit Layout
Existing Saved Views
If you select one of your saved views, you will be able to add it to a cockpit layout as a tile by clicking the Cockpit icon, shown at the top of any page that supports it. -
Note: The Cockpit icon will be grayed out if the view you're trying to add hasn't been saved or updated. In the example below, another filter was added to my 'Engaged Contacts' saved view (shown above), but the update wasn't saved. This caused the button to gray out. -
If you select one of your reports, the Add to Cockpit button will be available on the given report's main page (note that this button is not available when the report is being edited). From this page, we will also show you which cockpit layouts the report has been added to (as a tile) -
Resizing and Repositioning Tiles in A Cockpit Layout
While the cockpit editor is open, you can reposition a tile in your layout by clicking-and-dragging it (it will be highlighted blue as your mouse hovers over it). To resize it, click and drag the blue button shown at the bottom right of each tile -
Note: You cannot add, remove, reposition, or resize tiles outside of the cockpit editor.
Note: If you add or change a tile and then attempt to leave your cockpit layout before saving it (such as by clicking the 'See all contacts' link in the tile below), we will show a warning to help prevent your work from being lost -