Datasets
Widgets
- How to Create a Crud Form Widget Using the New Widget Builder
- How to Search for Tickets in a Grid Widget Using an Input Slicer
- How to Create a Funnel Widget with Sales Stage Data
- How to Create a Contact List Widget
- How to Add a Slicer to the Dashboard Using the New Widget Builder
- How to Create a Heatmap Widget Using the New Widget Builder
Template Assets
- Autotask Project Summary Template Dashboard
- MSPbots Best Practice Templates for RMMs
- MSPbots Best Practice Templates for PSAs
- Xero Public Datasets
- Veeam Service Provider Console Public Datasets
- Time Doctor Public Datasets
How Tos
- Business Intelligence Onboarding Videos
- How to Share a Report Using the Shareable Link Function
- How to Share A Report Using the Embed Function (HTML)
- How to Use More Options in a Widget
- Options for Custom Formatting in Your Widgets and Dashboards
- How to Use the Sound Feature of Widgets
Dashboards and Reports
- How to Manage Schedules
- How to Add a Filter for a Report
- How to Add a Filter for a Dashboard
- The Complete Guide for Configuring and Sending Custom Reports for Multiple Clients
- Sending a Scheduled Report Using the Automated Contact List
- What are the Slicer Configuration Fields for Creating Slicers?