Bright Analytics

Dashboard and Reports

How to create, rename, copy, delete and share reports.

Reports

Create a Report

Renaming a report

How to copy a report and paste it to a new location

Copying a report

Export a report

Bookmark your favourite reports in the right sidebar

Favouriting Reports

How to adjust the height and width of a report

How to resize a report?

Compare your report to a previous date range on a weekly, monthly or yearly basis, or customise your date range and comparison.

Date Comparisons

How to quick run a report for a new date range

Overriding Date Ranges

Schedule a report to be sent your email - daily, weekly or at any hour.

Report Scheduling

Report Description

Edit report, change visualisation, date range, export, filter or schedule report, add to favourites, rename, copy or delete.

Report Functions through the Cogwheel

Normalised Date Comparison

Report Management

Track the performance of one metric against another

Partner/Paired Metrics

Create, save and edit a custom date range

Custom Date Ranges

How to sort or sort and limit the number of results in a report

Sort & Limit

Data Focus takes away data points that clutters a visual

Data Focus

Refresh a Report

Check which metrics, dimensions and filters are in a report

Report Specification

Setting up Alerts

Report Settings and Customisations

How to create, rename, copy, delete and share dashboards. Filtering dashboards, adding commentary and working with template dashboards

Dashboards

Highlighting the key features of a dashboard

What is a Dashboard?

Step by Step guide on creating a dashboard

Creating a Dashboards

How to find the content you are looking for within Bright Analytics

Searching for Dashboards

Renaming Dashboards

How to copy and paste a dashboard to a new location

Copying a Dashboard

Sharing Dashboards

How to export your dashboards to PDF or Image

Exporting a Dashboard

Override a Dashboard date range

Automatically load your favourite dashboard after logging in.

How to set a Dashboard as your homepage

How to change the assigned colours on dimensions

How to Assign Colours to Dimensions

Dashboard Scheduling

Overview on dashboards and how to manage them

Dashboard Management

Creating a Dashboard Time Slice

How to edit and send time slice snapshots

Managing Time Slice Snapshots

Time Slice Comment Feature

Time Slices

Creating Aliases Dashboards

What are Alias Dashboards?

Template Dashboards

Google Trends

Set up an alert to receive updates to your dashboard on a topic of your choice

Google Alerts

Embedded Content

An overview of the different filter types available

Filter Types

Report Filters

Dashboard filters make it easy for users to apply different data perspectives to a single dashboard

Dashboard Filters

Folder Filters

What are Metric Filters and how to use them

Metric Filtering

Filters

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Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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