Welcome to our HelpCenter. How can we assist you? Welcome to our HelpCenter. How can we assist you?

Welcome to our HelpCenter. How can we assist you?

Welcome to our HelpCenter. How can we assist you? Welcome to our HelpCenter. How can we assist you?

67 results for "Report"

How to share Insights report
your Insights report and select Share. Select the users/roles with which you would like to share this report with. Next
Alek Alek 0 comments
How to Duplicate Insights Reports
newly duplicated report. If you are not the owner of a shared report, instead click Edit on any report you wish to copy
Jason Siu Jason Siu 0 comments
How to export an Insights report?
management, reporting, and visualization. Click Generate Report to begin generating and downloading your report. NOTE
Gabriel Rosales Gabriel Rosales 0 comments
How to update an existing Insight Report
re-save existing Insight report. If you need to make any specific changes on one of your existing reports once you have the updates
Alek Alek 0 comments
How to un-share Insights report
Insights report with entire User Role or individual user. 2. Once you have decided who are you sharing this report with
Alek Alek 0 comments
How to save new Insight report
we will show you how easy is to save newly created Insight report. Once you have successfully selected the Data Fields and
Alek Alek 0 comments
How to open Insights Report for Brick and Mortar Experience
Insight Report Rename your report or continue with the default name. You will be able to rename this report when you
Jason Siu Jason Siu 0 comments
How to Schedule Your Insights Reports
Choose a Start Date for the report distribution. (Optional) If you'd like the report to stop sending after a specific
Jason Siu Jason Siu 0 comments
How to open Insights Report for User Settings
Insight Report Rename your report or continue with the default name. You will be able to rename this report when you
Jason Siu Jason Siu 0 comments
How to open Insights Report for Future Appointments
Insight Report Rename your report or continue with the default name. You will be able to rename this report when you
Jason Siu Jason Siu 0 comments