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…
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 table in HappyFox BI?
Table: A table displays a subset of your dataset in a matrix format. It shows information in rows and columns and it does not aggregate data. How to build a table using HappyFox BI: Basic Settings * Click on the Add Visualization button. * Name your visualization. * Choose Table from the Visua…
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…
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…
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 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 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 …
Glossary of Key Terms used in Happyfox BI
These are a few common terminologies you will come across while using HappyFox BI. Visualization: A single table, tile or a graph that represents information. You can create and edit visualizations based on your business needs. It can also be referred to as a “Visual”. Learn more about creating a new visualizati…
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…
