Frequently Asked Questions

Authors

ProcessFast

Created

12/27/2019

Modified

01/28/2022

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

9. When Should I Put In a Report Request?

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

11. What is a KPI Alert?

12. How Do I Setup a KPI Alert?

13. I Don’t Have Any More Report Requests Available. How Do I Submit a Report Request?

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

15. What are Criteria and How Do They Work?

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

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

18. 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?