💡 The 'Advanced dashboard' is a premium feature paid monthly: 7-day free trial, cancel anytime, activate it with a Booster or a Platinum plan.
The advanced dashboard allows you to extract data from your account whenever you need.
Viewing advanced data about your team
Click on "Resources" on the bar above and then on "Dashboards" to access the advanced dashboard.
You have the possibility to have several dashboards.
To create a new dashboard, click on
.
Then choose the type of dashboard you want to display. You have the option of "graph" and "report" (use to extract data).
Name your dashboard.
You can choose the personal or shared view of your dashboard.
Extracting bulk data from your account
💡 The data history can go up to 3 months. Contact our customer service to get a quote for an data extraction with a custom date range.
Let's say that you want to extract at once all answers submitted by your contacts through one of your workflow forms.
To extract data, you must choose the "report"
type when creating your dashboard.
First create your dashboard.
Then click on view to define the data you want to export.
Here are the items you can customize and then download as a report:
To select form fields, add the "Application process" filter and choose the desired process.
Set up an automatic email notification
If you check the automatic reception box you can define the frequency of report reception and choose the contacts to copy.