Basic Help Articles

Quick help articles which cover majority of frequently asked questions

54 articles in this collection
Written by Rad Basta
Dashboard

How to create my first dashboard?

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

What is Edit mode of the dashboard?

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

What is Daily tab on my Dashboard?

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

How To Clone Dashboard

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

How to customize my dashboard visually?

Learn how to customize your dashboards visually
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.
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.
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.
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...
Written by Rad Basta
Updated over a week ago
Basic Settings | Reportz

How can I buy less dashboards?

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

How can I downgrade my account?

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

How can I buy more dashboards?

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

How can I upgrade my account?

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

Admin and user permissions

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

How to cancel my account?

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

What are data sources in Reportz?

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

How to add a widget?

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

How can I delete a widget?

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

How can I resize a widget?

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