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 icon next t…
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: * Click on the edit icon next to the report name in the menu bar * In the ‘Edit reports’ window, click the ‘Delete’ button to delete the report To delete a page: * Click on the edit icon next to the page name …
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. Steps to be followed: * Click the ‘edit’ icon on the top right of the visualization. * ‘Edit visualization’ page opens , n avigate to 'Visualization settings' under the 'S…
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 timezone from the drop…
How to build an area chart using HappyFox BI?
Area Chart: An area chart is a combination of a bar and a line chart. Like Line charts, Area charts are also used to display trends over an interval. The variable that is analysed is on the X-axis and a numeric value is aggregated on the Y-axis. To analyse multiple numeric values, a Multi-area chart is used. St…
How to integrate HappyFox BI with Salesforce account?
Integrating your HappyFox BI account to Salesforce account: Integrating your Happyfox BI account to the Salesforce account will establish the connection for HappyFox BI to pull data from your Salesforce account. You can then build meaningful and interactive dashboards on top of your Salesforce data within HappyFox…
How to build a Doughnut chart in HappyFox BI?
Doughnut Chart: A doughnut chart is suitable to depict parts of a whole relationship, where all units together represent 100%. It is a variation of the pie chart. Steps to build a Doughnut chart using HappyFox BI: Basic Settings * Click on Add Visualization button. * Give a name for your visualiza…
How to build a line chart using HappyFox BI?
Line Chart: A line chart is generally used to display trends over a time period. The variable that is analysed is on the X-axis and a numeric value is aggregated on the Y-axis. To analyse multiple numeric values, a Multi-line chart is used. Steps to build a line chart using HappyFox BI: Basic Settings * …
How to create a new report in Happyfox BI?
A report is a collection of pages . Any number of pages can be added to a report. Grouping of pages into reports makes sharing easier within and outside the organization. Reports help organize your pages and visualizations. How to create a new Report? * Log in to your HappyFox BI account and click the menu b…
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 and enter your credentials. In case you have forgotten your credentials, pl…
