Legacy Analytics
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About Reports
The information within these reports is influenced by permissions and the company's hierarchy. This means that even though you...
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How to use the widget builder
The information within advanced reports is influenced by permissions and the company's hierarchy. This means that even though...
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How to use the SQL editor
What is the SQL editor? The SQL editor is only available on enterprise plans. The SQL editor enables...
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How to use the widget library
With the widget library, you can add widgets from our collection to your dashboard and edit them. Our widgets...
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Common errors in Advanced Reports and solutions
1. Custom field deleted When a report uses custom fields that have been deleted, the report attempts to retrieve...
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How to use AI in Advanced Reports
What Is the AI Feature? The AI feature allows you to ask questions, and it will create a report...
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FAQ about Reports & Analytics
1. Is the data in the widgets automatically refreshed? Yes, the data is automatically refreshed every few hours to...