Basic Help Articles
Quick help articles which cover majority of frequently asked questions
By Rad1 author53 articles
How to get started with Reportz?
How to schedule and automatically send your reports
Complete list of all metrics included in our templates
How to create my first dashboard?
How and where to set date and date-range on your dashboard
How to Use the Dashboard 'Clone' Feature (and Create Custom Dashboard Templates)
How can I protect my dashboard with a password?
How to set a specific date for my dashboard?
What is Edit mode of the dashboard?
What is Today tab on my Dashboard?
How To Clone Dashboard
How to archive, restore or delete a dashboard
Difference Between Chart Date Range & Dashboard Date Range?
How To Create Custom Date Range For My Reports
Where can I upload my client's logo?
What Size (Dimensions) Should my or my Client's Company Logo be?
How to customize my dashboard visually?
How can I change the color of the dashboard background?
How can I upload an image to my dashboard?
How can I upload a CSV file to my dashboard?
Benefits of a "Live Dashboard" and How to Send it to Your Client
How to use Mission Control?
How can I buy fewer dashboards?
How can I downgrade my account?
How can I buy more dashboards?
How can I upgrade my account?
Admin and user permissions
How can I cancel my account?
How can I add new users to my account?
How to remove a specific data source from my account?
How to download a PDF file of my dashboard?
What are data sources in Reportz?
How to Add MULTIPLE Sources Without Removing the Existing Ones
How to add data source of specific integration to my account?
How to connect integrations that require API Token?
How to Customize Predefined Widgets
How to add a data widget?
How to Copy a Widget within a Report?
How to Rename an Existing Widget
How to add custom widgets?
How can I delete a widget?
How can I resize a widget?
How can I move widgets through the dashboard?
How can I change the color of the widget charts?
How can I change the color of the widget background?
How to Merge Two Widgets on Your Dashboard
How to Change Chart Style in my Widget
Markdown: How To Format Text In Reportz’ Widgets
What is the Difference Between Standard and Custom Widgets?
What is Add Text Widget section?
How to add a full-width separator?
Where can I see which data the widget is using?
How to change data sources on your dashboard