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OCTOBOARD
KNOWLEDGE BASE
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SUGGESTED TUTORIALS
How to connect your first application
How to schedule automated reports
How to use PPC Data Analytics add-on
How to use White Label features
How to use Octoboard Ecommerce Suite
How to set up white label client portal
How to use Google Sheets data add-on
How to configure SEO rank tracker
How to use B2B lead generation features
How to set up automated AI insights
How to manage organisations, logins and invite users
How to purchase Octoboard products and add-ons
CORE PRODUCTS: GETTING STARTED
Octoboard products, pricing, invoices
Creating data connections in Octoboard Core Products
Multiple clients, users and app logins
Sharing data and building white label client portals
Sending AI data insights via Slack and Email
Scheduling automated reports
How to configure SEO Rank Tracker
Configuring Dashboard Areas
Using white label features in Octoboard
DASHBOARDS AND REPORTS
How much data is stored?
Data availability
Is Octoboard a real-time platform?
How frequently is data updated?
How to display historical data in Octoboard?
How to display year-on-year (YoY) delta?
How to receive notifications when connections expire?
Top Posts widgets show older posts. Why?
SHARING DATA
Creating client portals with white label subdomains
Creating public dashboards
Sharing TV Loops
Setting up TV dashboards in your office
White Label Subdomains: Creating client portals
Embedding: Adding white label dashboards to your website
Is my TV compatible with Octoboard?
ECOMMERCE SUITE ADD-ON
E-commerce Suite overview
How to connect to WooCommerce
How to use Ecommerce filters and segments
Looker Studio connector for E-commerce
E-commerce Suite pricing
Handling email marketing unsubscribes
PPC ANALYTICS ADD-ON: OVERVIEW
PPC Data Analytics overview
Adding connections to PPC Data Analytics
PPC Analytics dashboards and reports
Data Explorer configuration options
Currency conversion in PPC Data Analytics
PPC Data Analytics pricing
PPC ANALYTICS ADD-ON: DATA STREAMS
Data Streams overview
Metrics, Dimensions and Datasets
How to combine data in multi-channel stream
PPC ANALYTICS ADD-ON: DATA TRANSFORMATION
Creating custom dimensions
Creating custom metrics
Calculations and IF-THEN conditions in rules
Using rules in custom dimensions: aggregating data by language
Using rules in custom metrics: calculating tax
Metric types: Standard metrics vs Formulas
Using Google Sheet lookup tables
How to clone stream rules
PPC ANALYTICS ADD-ON: DATA EXPORT
PPC Analytics Data Export Overview
Octoboad Data Warehouse access
Exporting PPC Analytics data to BigQuery
Exporting PPC Analytics data to Google Data Studio
Exporting PPC Analytics data to Looker
Exporting PPC Analytics data to Google Sheets
Exporting PPC cost data to Google Analytics 4
B2B LEAD GENERATION
B2B Lead generation features overview
How to capture leads with SEO Audit forms
How to identify companies that visit your website?
How download captured leads for all organisations?
Frequenty asked questions about Lead Generation features?
GOOGLE SHEETS ADD-ON
What is Google Sheets add-on
How to install Google Sheets add-on
How to add connections to Google Sheets
How to manage queries in Google Sheets documents
How to schedule automated query updates
Google Sheets Add-On: IP Details
Google Sheets Add-On: SEO Audits
Google Sheets Add-On: Social links
Google Sheets add-on pricing
EMAIL CONFIGURATION
Sending emails: custom domain, SMTP server, hosted email service
How to configure custom SMTP server
How to configure hosted email service
How to configure custom email template
FEATURES
How to change currency in data widgets
How to change themes in dashboards and reports?
How to add markup to paid advertising metrics
How to show changes as percentage
How to add image to dashboard?
How to display web pages inside a dashboard?
How to create mashup widgets?
Is Octoboard available in other languages?
INTEGRATIONS
List of Octoboard integrations
SQL Database / Text data import
How to upload custom data?
Connecting to Google Sheets
Monitoring real-time website traffic
Connecting to SalesForce
Connecting second account
Connecting to LinkedIn profiles
Connecting to Stripe
Connecting to Facebook
Configuring Facebook Ads Leads and Actions
Setting up multiple Google My Business locations
Connecting to Google Analytics 4 (GA4)
How to connect to Criteo
Connecting to Instagram
How to connect to an SQL database
How to add SQL widgets to dashboards
REST API support
How to send Zapier events to Octoboard
PURCHASING
Octoboard trials: limitations, trial extension
Invoices, taxes and EU VAT
How to download VAT invoices
Managing your subscription: upgrades, downgrades, reactivations
How to pay for Octoboard subscription
Can I get a discount?
What is a premium plan?
MISCELLANEOUS
Octoboard roadmap
How to clone reports and dashboards
Octoboard user roles
Subscription cancellations, refunds
Inviting new users to Octoboard
Scheduling demo or consultation
What is in your latest release?
Octoboard affiliate marketing program
Extending Octoboard trial
Can I suspend my subscription?
How to manage logins, widgets, dashboards and reports?
How to connect existing dashboard to a different login?
How to fix account audit results?
