Reports
2 docs
📊 Using the Report Dashboard
Last Updated: September 2, 2025The Report Dashboard provides a company-wide overview with real-time performance metrics. Step 1: Access the Dashboard Step 2: Review Company Reports You’ll find real-time reports including: Step 3: Visual Insights Step 4: Manage Access & Sharing ⚡ Pro Tip: Use Individual Reports when you need to drill into a specific data folder, and the Report...
📊 Viewing Individual Reports
Last Updated: September 2, 2025The Reports section gives you real-time insights into how your company is performing. Step 1: Access Reports Step 2: Select a Data Folder Step 3: Explore Your Reports Step 4: Permissions & Sharing