Using a Visualization template in your report:
**Visualization templates are pre-built visualizations for various scenarios, which when dragged into your report will get populated for your dataset, making report creation faster and easier.** **There are hundreds of visualization templates available in HappyFox BI template library, which can be used to build your …
Getting started with your HappyFox BI account
**Once you are on board to try HappyFox BI, you will receive a registration link to your e-mail id from our engineering team. You can then register yourself by entering the username and password in this link. ****To log in to your account go to [https://bi.happyfox.com/][1] and enter your credentials. In case you have…
How to update labels in a visualization?
**All the appearance-related changes like updating the labels, axis names, positioning can be done using the visualization settings.** ** ** ** **![][1] _**Steps to be followed:**_ 1. **Click the ‘edit’ icon on the top right of the visualization.** ** **![][2] 1. **‘Edit visualization’ page opens**, n**aviga…
How to set up a Report Subscription?
**Report Subscription in HappyFox BI (Scheduled reports) sends automated report emails to recipients at the scheduled time with no human intervention based on the pre-set time, frequency, and content.** **Setting up Report subscription:** * **Hover over the page name on the main screen.** * **Click on the mail i…
How to move, clone and delete visualizations?
**To move a visualization:** **Visualizations can be moved within and across reports, pages in HappyFox BI.** * **Click on the icon on the top right of the visualization** ![][1] * **Choose ‘Move’ from the list** ![][2] * **Select the page you want to move the visualization to (the page can be from any rep…
How to invite clients to your Happyfox BI account?
**You can easily share the reports created within HappyFox BI with your Client groups. Access permissions are set at the report level, so you can decide the reports/pages your clients can view. Multiple clients can be added to your HappyFox BI account.** **A client can only view the reports. He/She cannot edit or add…
How to delete a report or a page?
**A report or a page can be deleted altogether by following these steps,** **To delete a report:** 1. **Click on the edit icon next to the report name in the menu bar** ** **![][1] 1. **In the ‘Edit reports’ window, click the ‘Delete’ button to delete the report** ** **![][2] **To delete a page:** 1. **Cl…
How to group values of a numeric field?
**HappyFox BI allows you to custom group the values of a numeric field into buckets to help visualize the data across groups.** **For instance, Let’s say you want to view the total number of tickets whose first response time is within 0-5 hours and 5-10 hours respectively. The first response time field can be grouped…
How to create and use a Report Template?
**A Report template can be used to replicate a report and then tweak the replicated report based on your needs if required.** **Creating a Report template:** * **Create a [report][1].** * **Click on the edit symbol next to the report name in the menu. ** ![][2] * **Click on ‘Save as report template’. ** ** …
How to set timezone for your Happyfox BI account?
**HappyFox BI allows you to configure your timezone so that the reports can be shown in your timezone instead of UTC.** **Steps to be followed:** * **Click on the profile icon on the top right of the page.** * **Click 'My Settings'**** from the dropdown** * **Click on the 'Timezone' option and choose your ti…
