Getting Started

  • Interactive Filtering of Report Data

    Every report available in the Customer Portal has the ability to interactively filter information depending on the visuals that are selected. Not e...

  • Using Tool Tips on Reports

    Report visuals are designed to give the end-user an overview of the health of their business, but in some cases the visuals don't provide exact to...

  • Using Maps on Reports

    Some reports also give a map view that supports particular data. Currently there are two different types of maps, Bing maps and Mapbox maps. Quick ...

  • Drill Down / Drill Up & Hierarchies on Report Visuals

    When a visual has a hierarchy, you can drill down to reveal additional details. The user will know this is available upon seeing more icons associa...

  • Focus Mode and More Options on Report Visuals

    Almost every visual element on a report will display small icons when the mouse cursor hovers over them. In most cases, these icons will display at...