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Basic Help Articles
Basic Help Articles
Quick help articles which cover majority of frequently asked questions
53 articles in this collection
Written by
Rad Basta
How to get started with Reportz?
Learn how to take the first steps and get max from Reportz
Written by
Rad Basta
Updated over a week ago
How to schedule and automatically send your reports
Read this article to learn how you can set up your dashboards to be automatically sent to your clients
Written by
Rad Basta
Updated over a week ago
Complete list of all metrics included in our templates
In this article, you will find all of the metrics included in all of our existing templates.
Written by
Rad Basta
Updated over a week ago
Dashboard
How to create my first dashboard?
Learn how to create professional reporting dashboards in Reportz
Written by
Rad Basta
Updated over a week ago
How and where to set date and date-range on your dashboard
Learn where to select a custom or predefined date range on your dashboard
Written by
Rad Basta
Updated over a week ago
How to Use the Dashboard 'Clone' Feature (and Create Custom Dashboard Templates)
Learn how to use the Clone option, which can be useful for creating custom dashboard templates.
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
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 Today tab on my Dashboard?
Learn what Daily tab is and how you can use it for your quick data info
Written by
Rad Basta
Updated over a week ago
How To Clone Dashboard
Learn how to create a copy of your 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
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
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 reports
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 within your Reportz dashboards
Written by
Rad Basta
Updated over a week ago
What Size (Dimensions) Should my or my Client's Company Logo be?
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 my 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 my 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 to use Mission Control?
Read this article to find out how you can track the changes in your domains on a weekly basis or on a monthly basis.
Written by
Rad Basta
Updated over a week ago
How can I buy fewer 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 your Reportz account
Written by
Rad Basta
Updated over a week ago
How can I cancel my account?
Learn how to cancel your trial or paid Reportz account
Written by
Rad Basta
Updated over a week ago
How can I 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 a 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
What are data sources in Reportz?
Learn all about data sources in Reportz
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
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 Reportz account
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
Widgets
How to Customize Predefined Widgets
Learn how to easily modify our predefined widgets to your preferences, by changing the Dimension and Metrics.
Written by
Rad Basta
Updated over a week ago
How to add a data widget?
Learn here how to add data widgets to your dashboards
Written by
Rad Basta
Updated over a week ago
How to Copy a Widget within a Report?
Learn how to easily copy widgets within your dashboards in Reportz
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
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
Written by
Rad Basta
Updated over a week ago
How can I 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 charts?
Learn how to change and customize the color of the widget charts.
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 on Your Dashboard
Learn how to merge two widgets
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
Markdown: How To Format Text In Reportz’ Widgets
Learn the markdown formatting rules and how to easily format your text in Reportz
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
Written by
Rad Basta
Updated over a week ago
What is Add Text 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 sources on your dashboard
Learn how to change data sources on any dashboard
Written by
Rad Basta
Updated over a week ago