Basic Help Articles

Quick help articles which cover majority of frequently asked questions

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56 articles in this collection
Written by Rad Basta
Dashboard

How to create my first dashboard?

Learn how to create professional reporting dashboards
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Written by Rad Basta
Updated over a week ago

Where can I select a custom or specific date on my dashboard?

Learn where to select a custom or specific date on your dashboard
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Written by Rad Basta
Updated over a week ago

How can I protect my dashboard with a password?

Learn how to password-protect your dashboard in Reportz
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Written by Rad Basta
Updated over a week ago

How to set a specific date for my dashboard?

Learn how to set a specific date for your dashboard
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Written by Rad Basta
Updated over a week ago

What is Edit mode of the dashboard?

Learn what is Edit mode
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Written by Rad Basta
Updated over a week ago

What is Daily tab on my Dashboard?

Learn what Daily tab is and how you can use it for your quick data info
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Written by Rad Basta
Updated over a week ago

What is Real time tab?

Learn what Real time tab is and how you can use it to your benefits
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Written by Rad Basta
Updated over a week ago

How To Clone Dashboard

Learn how to create duplicate report
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Written by Rad Basta
Updated over a week ago

How to archive, restore or delete a dashboard

Learn how to archive, restore or delete your dashboards
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Written by Rad Basta
Updated over a week ago

Difference Between Chart Date Range & Dashboard Date Range?

Learn how to set the date range for your dashboard so the chart displays day-per-day, per week, or custom date range activity
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Written by Rad Basta
Updated over a week ago

How To Create Custom Date Range For My Reports

Learn how to create custom date range in report
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Written by Rad Basta
Updated over a week ago

Where can I upload my client's logo?

Learn where to upload your client's logo on your dashboard report
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Written by Rad Basta
Updated over a week ago

What Size (Dimensions) Should my or my Client's Company Logo be in Reportz?

Learn what the best size for the company logo is when adding one to your Reportz dashboard
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Written by Rad Basta
Updated over a week ago

How to customize my dashboard visually?

Learn how to customize your dashboards visually
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Written by Rad Basta
Updated over a week ago

How can I change the color of the dashboard background?

Learn how to change or customize the color of the dashboard background.
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Written by Rad Basta
Updated over a week ago

How can I upload an image to the dashboard?

Learn how to upload an IMAGE file to your dashboard.
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Written by Rad Basta
Updated over a week ago

How can I upload a CSV file to the dashboard?

Learn how to upload a CSV file to your dashboard.
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Written by Rad Basta
Updated over a week ago

Benefits of a "Live Dashboard" and How to Send it to Your Client

Learn how to make live dashboards, how to send them to your clients, and why they are a better option than PDFs, automatic emails, etc...
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Written by Rad Basta
Updated over a week ago
Basic Settings | Reportz

How can I buy less dashboards?

Learn how to buy less dashboards
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Written by Rad Basta
Updated over a week ago

How can I downgrade my account?

Learn how to downgrade your account
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Written by Rad Basta
Updated over a week ago

How can I buy more dashboards?

Learn how you can buy more dashboards.
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Written by Rad Basta
Updated over a week ago

How can I upgrade my account?

Learn how you can upgrade your account
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Written by Rad Basta
Updated over a week ago

Admin and user permissions

Learn how to manage admin and user permissions in Reportz account
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Written by Rad Basta
Updated over a week ago

How do referrals work?

Learn here how to send invites/referrals to your friends, and how to earn free dashboards for yourself (but also for them)
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Written by Rad Basta
Updated over a week ago

How many referral invites can I send?

Find out how many referral invites you can send to your friends and colleagues
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Written by Rad Basta
Updated over a week ago

How many dashboards do I get from a successful referral?

Find out how we calculate and assign free dashboards in our referral program
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Written by Rad Basta
Updated over a week ago

How to update my payment details?

You can update your payment details and see your invoices on our company settings page
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Written by Rad Basta
Updated over a week ago

How to cancel my account?

Learn how to cancel our trial or paid account
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Written by Rad Basta
Updated over a week ago

How to add new users to my account?

Learn how to add new users to your account
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Written by Rad Basta
Updated over a week ago

How to remove specific data source from my account?

Learn how to remove any unwanted data source from your account
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Written by Rad Basta
Updated over a week ago

How to download a PDF file of my dashboard?

Learn how to download PDF reports so you can send them to your clients
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Written by Rad Basta
Updated over a week ago

How to whitelabel my dashboards?

Learn how to whitelabel your dashboards to look as if Reportz is your own tool
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Written by Rad Basta
Updated over a week ago

Configuring a custom subdomain for whitelabel reporting

Learn how to configure a custom subdomain for whitelabel reporting
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Written by Rad Basta
Updated over a week ago

What are data sources in Reportz?

Learn all about data sources in Reportz
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Written by Rad Basta
Updated over a week ago

How to Add MULTIPLE Sources Without Removing the Existing Ones

Learn how to add multiple sources to your dashboard without removing the sources that have already been added
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Written by Rad Basta
Updated over a week ago

How to connect integrations that require API Token?

Find out which Reportz integrations require API tokens, where to get them, and which account level is necessary for which integration
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Written by Rad Basta
Updated over a week ago

How to add data source of specific integration to my account?

Learn how to add data sources to your account
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Written by Rad Basta
Updated over a week ago
Widgets

Markdown: How To Format Text In Reportz’ Widgets

Learn the markdown formatting rules and how to easily format your text in Reportz
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Written by Rad Basta
Updated over a week ago

Is it Possible to Copy a Widget Within a Report?

Find out if you can copy widgets within your reports
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Written by Rad Basta
Updated over a week ago

How to add a widget?

Learn here how to add data widgets to your dashboards
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Written by Rad Basta
Updated over a week ago

How to add custom widgets?

Learn how to create and add custom widgets to your dashboards
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Written by Rad Basta
Updated over a week ago

How can I delete a widget?

Learn how you can DELETE a widget.
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Written by Rad Basta
Updated over a week ago

How to Rename an Existing Widget

Learn how to easily rename the widgets you've already created in your dashboards
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Written by Rad Basta
Updated over a week ago

How can I resize a widget?

Learn how to resize widgets in two ways
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Written by Rad Basta
Updated over a week ago

How I can move widgets through the dashboard?

Learn how to move and reposition your widgets in the dashboards edit mode.
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Written by Rad Basta
Updated over a week ago

How can I change the color of the widget graphs?

Learn how to change and customize the color of the widget graphs.
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Written by Rad Basta
Updated over a week ago

How can I change the color of the widget background?

Learn how to can change the color of the widget background
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Written by Rad Basta
Updated over a week ago

How to Merge Two Widgets in One Dashboard

Learn how to merge two widgets in one dashboard
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Written by Rad Basta
Updated over a week ago

How to Change Chart Style in my Widget

Learn how to easily change the style of your widget chart
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Written by Rad Basta
Updated over a week ago

What is the Difference Between Standard and Custom Widgets?

Learn to differentiate between standard and custom widgets and what they are best used for
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Written by Rad Basta
Updated over a week ago

What is Add Passive Widget section

Learn how to create and use passive widgets in Reportz
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Written by Rad Basta
Updated over a week ago

How to add a full-width separator?

Learn how to add a full-width separator as a passive element
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Written by Rad Basta
Updated over a week ago

Where I can see which data the widget is using?

Learn where you can see which data and integration your widget is using
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Written by Rad Basta
Updated over a week ago

How to change data source in specific widget on created dashboard

Learn how to change data source for specific widget in dashboard
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Written by Rad Basta
Updated over a week ago