Showing articles from Reports tag

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][1]_ and a _[Page][2]_** **-> _[Create a visualization][3]_ and save it.** **Steps to be followed:** **To view the data:** 1. **Click the data blocks ic…

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 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 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…

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 create a new report in Happyfox BI?

**A report is a collection of _[pages][1]_. 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?** 1. **Log in to your HappyFox BI account and click…

How to apply date filter?

**A date filter determines the time range to extract the data for your visualization. This time filter affects all the visuals across your account. The date range selected will be saved until changed otherwise.** **Steps to be followed:** 1. **Click on the date range on the right-top of the page.**** ** ** **![][…

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?** 1. **Log in to your HappyFox BI account and click the menu bar icon on the top lef…

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 Pr…

How to add users to your Happyfox BI account?

**Please reach out to ****[support@happyfox.com][1] with the following details:** **Name and Email ID of the user** **Permissions the user must be granted:** * **Create Reports - Can create/edit reports** * **Create Pages - Can create/edit pages** * **View raw data - Can view raw data ** * **Export raw d…

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