Roles and Permissions in BI
HappyFox BI provides three distinct user roles - Admin, User, and Client - each with predetermined permission sets that ensure proper access control and security. Role Overview * Admin Role Has full system access with all permissions enabled Responsible for system configuration and user management…
How to initiate an On-Demand data sync for HappyFox Data Sources in HappyFox BI?
While HappyFox BI automatically syncs your Help Desk, Chat and Chatbot data daily based on your account's timezone, you may sometimes need to update your BI reports immediately after important changes. The On-Demand Sync feature allows you to do this manually. There are two ways to initiate an On-Demand Sync:…
How to build a Multi-area chart using HappyFox BI?
Multi-Area Chart: A Multi-area chart is used to compare trends of multiple numeric values across another variable. The variable that is analysed is on the X-axis and multiple numeric values are aggregated on the Y-axis as individual area graphs. Steps to build a Multi-area chart using HappyFox BI: Basic Sett…
Comparing periods within HappyFox BI reports
Comparing the values of a certain attribute with its previous period across various visualizations can be done using the compare periods feature in HappyFox BI. This can be done by simply clicking on the ‘Compare Dates’ button on the top right side of the page. You can then select the period you want the vi…
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 rep…
How to build a Text tile in HappyFox BI?
Text Tile: Text tile is a visualization that allows you to type plain text in your report. Steps to build a Text Tile using HappyFox BI: Basic Settings * Click on Add Visualization button. * Give a name for your visualization under the field Name . * Choose Text tile from the Visualization ty…
How to use Visualization Templates?
What are Visualization templates? Visualization templates are pre-built visualizations curated for certain use cases. You can make use of them to quickly create visualizations. Choose the template of your choice from the list and drag it to your page. The visualization would get loaded based on the data in your ac…
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 * Choose ‘Move’ from the list * Select the page you want to move the visualization to (the page can be from any report) To clone a visualizatio…
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 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…
