Basic Help Articles

Quick help articles which cover majority of frequently asked questions

60 articles in this collection
Written by Rad Basta

How to schedule & send your reports using Zapier & Gmail

Follow the steps in this guide to set up an automated email for your client reporting.

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 embed your dashboards on your website

Follow along with the steps in this article to embed your reports on your website.

Written by Rad Basta
Updated over a week ago

How to Integrate AccuRanker with Reportz

Learn how to connect your AccuRanker account to Reportz and get metrics from this data source integration

Written by Rad Basta
Updated over a week ago

How to Integrate SE Ranking with Reportz?

Learn how to easily integrate our SE Ranking source into your Reportz dashboards

Written by Rad Basta
Updated over a week ago

Help with Onboarding

Learn how to take first steps in Onboarding to get max from Reportz

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

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 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

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

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 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 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 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 your trial or paid Reportz 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 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 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 Reportz account

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

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 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 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 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 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 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