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 . * Click on the edit symbol next to the report name in the menu. * Click on ‘Save as report template’. * Add a name for the report…
How to sort data in a visualization?
Sorting allows us to rearrange the order of the dataset based on our requirements. A visualization can be sorted based on a field that is not used in the current visualization as well. More than one field can be used to sort a visualization. How to sort a visualization? * Click the ‘edit’ icon on the top right…
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 a …
How to add users to your Happyfox BI account?
You can easily share the reports created within HappyFox BI using the Invite User feature. Users can edit as well as add a new visualization to your account. A client on the other hand can only view the reports. Adding Users: * Navigate to Manage --> User Management * Click on the " Add " button next to …
How to create a new page?
A page is a collection of visualizations. The page helps you to group similar visualizations under one screen. Each visualization of a page can be separately created, cloned and moved across pages. How to create a new page? * Log in to your HappyFox BI account and click the menu bar icon on the top left of the …
How to choose the appropriate Dataset for HappyFox Help desk data?
What are Datasets? All the data from the Helpdesk account gets moved to HappyFox BI after daily data sync and this data gets stored in different datasets. These datasets are ideally different data tables with unique columns stored in the database. Based on your reporting needs, you can choose the right data table/…
How to view and download the raw data behind a visualization?
The data used to build the visualization can be viewed and consumed for further analysis by downloading the same. Prerequisite: -> Create a Report and a Page -> Create a visualization and save it. Steps to be followed: To view the data: * Click the data blocks icon on the top right of the visua…
How to Integrate Wrike with HappyFox BI
Integrating HappyFox BI with Wrike is quick and easy. In this article, let's go over the steps: * Log in to your HappyFox BI account. Note : you need to have relevant permissions to integrate 3rd party apps. Please check with your account administrator for more information. * Click the "Atom" icon on the top ba…
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 in…
How to combine the values of a text field?
HappyFox BI allows you to combine the values of a text field values into groups to help you analyze them. For instance, let’s say you want to view tickets that are currently in 'Open' or 'In Progress' status against the rest of the other tickets, you need to combine all the ticket statuses except ‘open’, 'In Progr…
