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Showing articles from HappyFox tag

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 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 invite clients to your Happyfox BI account?

**You can easily share the reports created within HappyFox BI with your Clients/User groups. Access permissions are set at the report level, you can decide the reports to which each of your clients can have the access to view/edit. Any number of clients can be added to your HappyFox BI account.** **How to Add Clients…

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 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?

**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…

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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