For the complete documentation index, see llms.txt. This page is also available as Markdown.
Using Data Reports
Creating a Report
Click Create Report in the sidebar menu on the Dashboard, or click + Create New Report in the Data Report menu to create a new report.
Create New Report
Report Info and Chart Selection
Name: Required. Enter the name of the report.
Description: Optional. A description helps greatly in understanding what data the report is tracking.
Select Charts: Select the analytics charts to add to the report. If the chart you want does not exist, you can create a new chart and add it to the report. Up to 30 charts can be added.
Saved Report
Create a report quickly using a template!
CRM Campaign Analytics Report
Report Detail View
In the report detail view, you can check the following:
Report Detail View
1. Share Report
You can share a link with team members to view the report together.
Copy URL: You can directly share the report URL with team members who have access to the workspace.
Create External Share Link: This is a link for external sharing that allows viewing the report with read-only access. When a share link is created, it is valid for one month. Creating a new link expires the previous one.
Share Report
Create External Share Link
2. Edit Report
You can add or remove analytics charts to view in the report. Up to 30 charts can be added.
Linked Reports
Click Linked Reports at the top to view the reports that contain the analytics chart you are currently viewing.
Analytics Chart
When you save an analytics chart, the chart content is updated simultaneously within the reports linked to that chart.
