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THE REPORT INTERFACE
Getting Started
3
Opening a dashboard
Changing time period
Using a table to filter a dashboard
Creating Dashboards
7
Creating an empty new dashboard
Adding more elements to your dashboard
Inserting charts and tables
Editing a dashboard
Changing format of your dashboard
View all 7
Working With Time Periods
3
Time settings for an entire report
Overruling a dashboard time period
Changing reference date
Filtering data
7
Filtering an entire folder with dashboards
Filtering individual charts and tables
Using search in your filters
Sorting a list of segments
Filtering options and icons
View all 7
Organizing Dashboards
5
Creating a new folder
Copying a dashboard
Copying a chart or a table in a dashboard
Renaming a dashboard
Deleting a dashboard
Managing Your Account
4
Creating new users
Changing your password
Forgot your password?
Managing user rights
Distributing and Sharing Reports
5
Emailing individual dashboards
Emailing multiple dashboards as a report
Scheduling an email report
Scheduling an email report to multiple subscriber groups
Managing your email reports
Exporting Data
2
Copying data from a table
Pulling data directly into Excel
Help Desk Software
by Freshdesk