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How to Use the Reports
Summary The Reports tab of Team Insights is designed to provide a range of ...
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How to Setup Your Hierarchy Structure
Summary Before setting up your user hierarchy on the platform, it is import...
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How to Make a Custom Report Visible to Managers
Summary Custom reports are visible to all site administrators on your platf...
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How to Automatically Send a Report Via Email
Summary Using custom report schedules, you can create an automation which s...
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How to Manage and Update your Hierarchy
Summary Hierarchies are used to determine which users a manager can view wi...
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Formtrack Allocation Rules
Summary Once you've created a Formtrack and built a form tailored to yo...
