How To's

How to update a Report / Dashboard

How to add comments on a Report / Dashboard

How to schedule a Report

How to delete a Card / Metric from a Report / Dashboard

How to save a Report / Dashboard to a Client Portal

How to add Deliverables to a Client Portal

How to set and remove Goals on Reports / Dashboards

How to set and remove Goals on Live Dashboards

How to set notifications on Live Dashboards