Create, View, Manage Reports & Charts

This category contains topics on how to view reports and all other report options including sharing, scheduling, filtering data, applying dimensions, downloading, editing, sharing and creating reports.

Schedule Report
You can schedule a report to run on a daily, weekly or monthly basis; or on a fixed time. Reports will be sent to the selected recipients email ids as per t...
Thu, 13 Jun, 2019 at 2:49 PM
Target Setting & Tracking at KPI level
Target is a business objective that is set to a KPI for a specific time period with an aim to motivate staff to focus on the target and achieve the desired ...
Wed, 10 Feb, 2021 at 3:43 PM
Share Report URL (Snapshot)
You can share your current report with all the applied filters and date range as a link to any others who have access to EI of your Org. The link will conta...
Fri, 24 May, 2019 at 12:50 PM
Share Custom Report
You can share a custom report with other users of the organization's Essential Insights and provide either view (View Only permission) access or both v...
Fri, 24 May, 2019 at 3:43 PM
Create Metric Dimensions
Metric dimensions are banding on columns and are measure by nature. For example, bill amount and discount. You can see the list of standard metric dimension...
Tue, 18 Jun, 2019 at 10:04 PM
Create Custom Dimensions
Custom dimensions are available as attributes of the dimension itself and can be used for filtering and creating charts. You can create custom dimensions us...
Wed, 10 Feb, 2021 at 4:01 PM