Dashboard and Reporting 👨‍💻

How to efficiently monitor your Dashboard and get the most out of your reporting!

8 articles in this collection
Written by Tegan Oakley, Julian Bailey, and Georgie Duthy

How to navigate the Workflow Tracker

Manage your workflows in-progress!

Written by Julian Bailey
Updated over a week ago

Dashboard

How To Add, Edit And Remove Dashboard Tiles

Add, edit and remove dashboard tiles to customize your data and view.

Written by Georgie Duthy
Updated this week

How to manage Dashboard Alerts

Manage overdue sequences in one place!

Written by Julian Bailey
Updated over a week ago

Reports

Reports: Heatmap

Learn how to report on your workflow completion rates with ease!

Written by Julian Bailey
Updated over a week ago

Reports: Workflow Report

Learn how to customize your workflow report here!

Written by Julian Bailey
Updated over a week ago

Reports: Timeline and Audit logs

Find out all about the audit logs and timeline!

Written by Julian Bailey
Updated over a week ago

Reports: Profiles

Learn how to manager participants' Profiles! (Merge profiles etc)

Written by Tegan Oakley
Updated over a week ago

How Can I Report on Form Responses (And Download The Data?)

Track your form responses!

Written by Tegan Oakley
Updated over a week ago