Frequently Asked Questions

Authors:

ProcessFast

Created:

12/27/2019

Modified:

05/18/2025

Common Questions

1. How Do I Lock In Different Criteria Options for Reports on My Dashboard

2. What Types of File Formats Can I Email Out?

3. How Do I Make the Visualizations on my Dashboard More Useful?

4. How Do I Setup a User for Someone in My Company?

5. How Do Roles Work?

6. I have questions about a report. What do I do?

7. What is the Report Library?

8. What is a Report Request?

9. What is the Purpose of a Report Request?

10. When Should I Submit a Report Request?

11. How Do I Request a New Custom Report or Have an Existing Report Modified?

12. How Many Reports Can I Stack Into Each Report Request?

13. How Do I Setup a Report to be Emailed To Me or Others?

14. How Do I Make Changes to an Existing Automated Delivery (i.e. emailed report)?

15. How Do I Unsubscribe from an Automated Delivery (i.e. emailed report)?

16. What is a KPI Alert?

17. How Do I Setup a KPI Alert?

18. What Happens When I Run Out of Report Requests?

19. How to Add or Remove a Report from an Existing Role?

20. What are Criteria (i.e. report filters) and How Do They Work?

21. How Do I Setup or Change the Criteria Assigned to a Role?

22. This site is not helping me enough and/or I need additional help. How do I get it?

23. I need to export a master Excel workbook with numerous report results on different tabs and basically have all data in one large Excel file. How do I get it?

24. Do Revisions of Existing Reports Use One of My Report Requests?