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 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 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 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][1].** * **Click on the edit symbol next to the report name in the menu. ** ![][2] * **Click on ‘Save as report template’. ** ** …
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 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 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 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][1] on the other hand can only view the reports. **Adding Users:** Click on the **Invite User** button. ![][2] Enter the email id of the User w…
How to build a Data tile in HappyFox BI?
**Data Tile:** A data tile is suitable to depict a unit value of any attribute. ![][1] **Steps to build a Data tile using HappyFox BI:** **Basic Settings** * Click on **Add Visualization** button. * Give a name for your visualization under the field **Name**. * Choose **Data tile** from the **Visualization …
Reports: Distribution
Monitor the real-time distribution of key ticket properties such as status, priority, category, and assignee for tickets created or updated during the specified time period using HappyFox's **Distribution Report.** > Available on all pricing plans. **Heads up**: Distribution report is being rolled in batches out to …
