Understanding your dashboards
Dashboards are made of widgets such as KPI cards, charts and tables.
Help Centre
Reporting
Dashboards, reports and analytics.
Building a dashboard
Add widgets, choose what they measure and arrange them.
Filtering by date, user and team
Filters narrow a dashboard to the period and people you want.
Saving and scheduling reports
Save reports you use regularly and schedule them for delivery.
Exporting data
Export report data for use elsewhere.
Detailed step-by-step documentation is available inside Toolbase. Contact support if you need a hand.