The videos below will help you get started with analytics. If you're a creator, we also have videos that show you how to create and edit new looks and dashboards.
Analytics 101
This video shows how to navigate and filter your looks and dashboards.
Sort looks and dashboards
This video shows you how to find looks and dashboards quickly by sorting them.
Sharing and scheduling
This video shows how to share and schedule your looks and dashboards.
Note: This requires User or Creator permissions.
Copy a look or dashboard
This video shows how to copy a look or dashboard.
Note: This requires Creator permissions.
Move a look or dashboard
This video shows how to move a look or dashboard to a different folder.
Note: This requires Creator permissions.
Delete a look or dashboard
This video shows how to delete a look or dashboard.
Note: This requires Creator permissions.
Replace the default dashboard
This video shows how to change the default dashboard for your organization.
Note: This requires administrator permissions (or any user group with access to Settings > CMMS Settings).