Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Each dashboard displays graphs and data which can be filtered and exported as required.

This page details how you can access, filter and export reports.

You can see an overview of each report available by selecting the relevant page in the table of contents on the left, or via the links below:

Enable access

Before you can view any reports, you will need to enable administration access permissions. To do this, go to the relevant administrator profile.

Click Other, and select Administration Access.

...

Image Added

Go to the Intelligence tab, and select which reports you'd like the administrator to have access to.

...

Image Added

Click the Save button.

Intel Plus

Intel Plus is an additional module that can be purchased and offers a range of additional reports and filters for administrators.

To enable Intel Plus, click on the user icon in the nav bar.

Image Modified

On the account page, scroll down to the list of Optional Modules.

Locate the Intel Pluslisting and click the Enable Module button.

...

Image Added

A pop-up will appear asking you to confirm you wish to enable this module.

...

Image Added

Viewing reports

Click Intel on the top bar.

...

Image Added

Select the relevant report from the menu on the left.

Image Modified

Filtering reports

Click the blue Filter button to display the available filter options.

Select the relevant field options and click the Reload Data button to refresh the on-screen report.

...

Image Added

Exporting graphs and data

Each graph and its data can be exported for use in other documents.

Click the dash button in the top right of each graph, select what you would like to export and the export format.

...

Image Added

Table of Contents
minLevel1
maxLevel2