System Admin
Favorites allow you to quickly navigate to your most important Reports or to complete the reporting story needed on your daily activities. For more info...
Tue, 5 Nov, 2024 at 10:07 PM
TABLE OF CONTENTS Introduction How to access? Partially Completed Surveys Consider partially completed surveys as responses Considerations Regard...
Mon, 18 Nov, 2024 at 8:57 PM
TABLE OF CONTENTS Introduction Good to Know Objects & Fields Field Types Account Object Contact Object Survey Record Object Using the Field S...
Fri, 8 Nov, 2024 at 1:52 PM
You can add your filters and group by by yourself. You can also change the field labels and restrict your filters. All from a single screen! Good to kno...
Wed, 21 Jul, 2021 at 9:16 AM
Report Permissions allow you to manage which roles can create Personal Dashboards and also to enable user roles to create their own reports. For more in...
Tue, 5 Nov, 2024 at 10:24 PM
Admins can now add additional Segment information to be shown on drill down table views of reporting widgets. This will helps ensure your users are being pr...
Wed, 21 Jul, 2021 at 2:43 PM
Admins can set the currency for all the reports. This will help ensure that all users are being presented with the relevant information needed for action. ...
Tue, 27 Sep, 2022 at 4:29 PM
Report Ownership feature allows the transfer of ownership of a report from one user to another. Navigation: System Admin>> System Settings>>...
Mon, 21 Oct, 2024 at 12:31 PM
The Manage Segments feature provides the ability to Add, Edit and Merge values of a selected segment. This feature can be found navigating to Settings → Sys...
Mon, 20 Mar, 2023 at 7:20 PM
Table of Contents By CustomerGauge My Template Styles • New Template • Edit • Clone • Delete Template Editor ...
Thu, 29 Jun, 2023 at 1:07 PM