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Reports & Charts
Dashboards, report widgets and data exports.
9 guides
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Building custom dashboardsHow to create a custom dashboard, arrange widgets, and use form widgets, on web.All usersCloning system & company templatesHow to clone a system or company report template into a new report, company template, or dashboard.AdminsConfiguring report widgets (filters, chart config, colours)How to configure a report widget's filters, chart settings, and colours in the widget config drawer.AdminsCreating a report with the builderHow to use the report builder's template picker and widgets to create a new report.AdminsPublishing, sharing & exporting reportsHow to publish or unpublish a report, share it via a link, and export it as PDF, Excel, or CSV.AdminsReports FAQ & troubleshootingAnswers to common questions about exporting, sharing drafts, and widget permissions.All usersReports vs dashboards vs templates explainedA plain explanation of how reports, dashboards, and templates relate, plus a note on legacy reports.All usersScheduling report deliveryHow to set up a schedule to email a report to recipients automatically.AdminsThe reports register: browsing & managing reportsHow to browse the reports register, favourite reports, duplicate, delete, and use bulk actions.Admins
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