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?

56 results for "Reporting"

How to Share an Insights Report
steps: Option 1: Share from within an open report Open the saved Insights report you want to share. Click the ⋮
Pritish Kamble Pritish Kamble 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 Schedule an Insights Report
the Insights reports list Navigate to the Insights module to see your saved reports list. Find the report and click the
Pritish Kamble Pritish Kamble 0 comments
How to Create a Raw Tables Insights Report
navigation, click Insights to open the reports list. Click + New Report to open the report builder. In the Output
Yash More Yash More 0 comments
How to un-share Insights report
navigation menu. This is where all reports are stored and managed. Locate the report that you want to remove shared access
Alek Alek 0 comments
How to Download an Insights Report
the Insights reports list Navigate to the Insights module to see your saved reports list. Find the report and click the
Pritish Kamble Pritish Kamble 0 comments
How to Create a Charts & Pivots Insights Report
navigation, click Insights to open the reports list. Click + New Report to open the report builder. In the Output Type
Yash More Yash More 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