Basic Help Articles

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

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

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

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