User Guide

Instructional Videos

• Video 1: Filters and Navigation
• Video 2: Best Practices
• Video 3: Reporting Features

Interacting with Dashboards

• Exploring Dashboards
• Interacting with Filters
• Working With Time Frames

Filtering Dashboards and Widgets

• Introduction to Filters
• Switching Filters On and Off
• Saving Your Default Filters View
• Restoring Filters

Reporting

• Exporting Widgets
• Exporting and Sharing Dashboards
• Creating PDF Reports
• Customizing PDF Reports
• Exporting Widgets to CSV/Excel
• Exporting Pivot Tables to Excel

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