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Showing articles from HappyFox tag

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 HappyFo…

How to integrate your HappyFox Workflows account with Salesforce account?

**Integrating HappyFox Workflows account with Salesforce account:** Integration of the HappyFox Workflows account with the Salesforce account will establish the connection for HappyFox Workflows to communicate with your Salesforce account. Thus allowing automation of steps within your Salesforce account. **Steps to …

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 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 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 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…

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 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…

Integrating HappyFox with Slack through Zapier

To integrate HappyFox and Slack through Zapier, you'll need an account with [Zapier][1]. Click [here to sign up][2] for one if you haven't yet. > Applicable on all pricing plans. **Heads up ❇️!** Check out HappyFox's native slack integration [here][3]. Get instant help desk ticket notifications to any Channel/DM of …

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