Administration
- Relationships Overview
- How to Set Preferences in TapClicks
- How to Manage Currency Preferences
- How to Assign Client-Specific Currencies
- Setting up a Data Profile
- Understanding Audit Logs
AI Enabled Platfrom
Competitive Research & SEO
Dashboards
- Dashboard Design: Best Practices
- How to Create a Dashboard
- How to Edit a Dashboard
- How to Use Dashboard Folders
- How to Assign Custom Icons to Dashboard Sections
- How to use Date Ranges
Data Sources
- Data Sources - How to Create and Manage Them
- Setting up an Instant On Connector
- On Demand Connectors Overview
- What Happens When You Click "Fetch My Data"?
- How to Pause Data Flow
- How to Use Manage Assignments
Google Sheets
Looker Studio (formerly Google Data Studio)
Orders & Workflow
- How to Manage Orders
- How to Create a New Order
- Understanding Orders & Workflow Flights
- How to Grant Users Access to Orders & Workflow
- Orders & Workflows User Roles
- How to Work With Line Items
Reporting
- Report Studio Overview
- How to Create and Share Reports
- How to Create Widgets on a Report
- How to Add an Executive Summary to Your Report
- How to Add a Cover or Back Page to a Report
- How to Create PowerPoint Templates in TapClicks
SmartConnectors™
- SmartConnector™ Setup Guide
- [Video] Setting up a SmartConnector™
- SmartConnector™ - Delivery Types Overview
- How to Setup a SmartConnector™ Using Manual Upload Delivery Type
- How to Setup a SmartConnector™ Using Email Delivery Type
- How to Setup a SmartConnector™ Using Google Sheets Delivery Type
Transform, Monitor, & Export Data
- What are Data Views?
- What Fields are Available for Each Data View?
- How to Use Filters in TapClicks
- Transformation Hub Overview
- How to Use the Data Cleaning Transformation
- How to Use the Data Segmentations Transformation
TapClicks Mobile Apps
Widgets
- Widget Best Practices
- How to Create Widgets on a Dashboard
- How to Customize Widget Styles
- How to Annotate a Widget
- How to Use Data Widgets
- How to Style Data Widgets