Datasets (Business Intelligence)
Widgets (Business Intelligence)
- How to Create a Table Widget
- Optimization for Widgets with Multiple Layered Datasets
- How to Search for Tickets in a Grid Widget Using an Input Slicer
- How to Create a Funnel Widget with Sales Stage Data
- How to Create a Contact List Widget
- How to Add a Slicer to the Dashboard Using the New Widget Builder
Template Assets (Business Intelligence)
- Client Monthly Service Report for HaloPSA
- Service Desk Monitoring Dashboard for ConnectWise Manage
- Client Monthly Service Report for Autotask
- Service Desk Monitoring Dashboard for Autotask
- Client Monthly Service Report for ConnectWise Manage
- Attendance Summary NEW Template Widget
How Tos (Business Intelligence)
- Business Intelligence Onboarding Videos
- How to Share a Report Using the Shareable Link Function
- How to Share A Report Using the Embed Function (HTML)
- How to Use More Options in a Widget
- Options for Custom Formatting in Your Widgets and Dashboards
- How to Use the Sound Feature of Widgets
Dashboards and Reports (Business Intelligence)
- How to Manage Schedules
- The MSPbots Integration in the Integration Group Filter
- How to Add a Filter for a Report
- How to Add a Filter for a Dashboard
- The Complete Guide for Configuring and Sending Custom Reports for Multiple Clients
- Sending a Scheduled Report Using the Automated Contact List