Reporting
Includes guides for Report Studio, Report Scheduler and Quick Reports
- How to Create and Share Reports
- How to create and export a Custom Dashboard
- Report Scheduler
- What happens when you "Update Dashboard"
- How to create and share Quick Reports
- See who has access to specific Dashboards
- How to add logo and branding to your dashboards
- How to Create a Dashboard
- How to Create and Edit Goals
- How to add an Executive Summary to your Dashboard
- How to add Cover or Back Page to your Reports
- How to use Data Widgets
- How to Create Widgets
- How to Use Widget Styles to Customize the Way Data are Displayed in Charts
- How to use Date Ranges
- How to create PowerPoint Templates in TapClicks
- Grid Widgets: Best Practices
- Geo Widgets: Best Practices
- What is a Gauge Widget?
- What are Engagement Widgets?
- Account Manager Contact Card Widget: Best Practices
- How to Annotate a widget
- Can you choose the colors for the graphs and widgets?
- How to hide Dashboard Sections with "Only Show if Active" feature