How to use business dashboards and automate reports - Octoboard Knowledge Base

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TUTORIALS

Octoboard products, pricing and plans Connecting and using your first app Multiple clients, users and app logins Sharing data and building white label client portals Sending insights via Slack and Email How to send Zapier events to Octoboard Scheduling automated reports How to capture leads with SEO Audit forms How to configure SEO Rank Tracker Configuring Dashboard Areas

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?Configuring email templates and custom email domain How to configure custom SMTP server Configuring custom email templates

INTEGRATIONS

List of Octoboard integrations SQL Database / Text data import How to upload custom data?Connecting to Google Sheets Connecting to SalesForce Connecting second account Connecting to Stripe Connecting to Facebook Connecting to Instagram Connecting to WooCommerce API How to connect to an SQL database How to add SQL widgets to dashboards REST API Configuring Facebook Ads Leads and Actions How to connect and display HubSpot data

PURCHASING

Octoboard trials How to pay for your subscription Tax and VAT Invoices Changing subscription Discounts What is a premium plan?

DASHBOARD AND REPORT DATA

How much data is stored?Data availability Is Octoboard a real-time platform?How frequently is data updated?How to display historical data and changes over time?How to display year-on-year (YoY) delta?How often do connections expire?Top Posts widgets show old posts. Why?

FEATURES

Currencies in data widgets How to change themes in dashboards and reports?Applying 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?

MISCELLANEOUS

Octoboard roadmap Cloning dashboards between clients Setting up multiple Google My Business locations Octoboard user roles Cancelling subscription 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?

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What subscription or plan is best for me?

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How to connect my first app?

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Can I create multiple clients in Octoboard?

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Do you support multiple user groups?

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How to share data with clients and internal teams?

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How to setup automated data insights?

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How to send data insights to company Slack channel?

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How to receive automated insights by email?

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How to configure Zapier?

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How to receive real time events from Zapier?

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How can I schedule a report?

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How to send automatic PDF report by email?

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How to collect leads with SEO Audit Forms?

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How to configure SEO Rank Tracker?

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How can I configure dashboard areas?

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How to create client portals with Octoboard?

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How to create public dashboard?

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Do you support private and public access?

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How to create TV Loops?

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Can I make TV Loop public?

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How to create TV Loops?

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Can I make TV Loop public?

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How to configure Office TV dashboard?

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How to control Office TV from Octoboard?

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How to host dashboards on my own subdomain?

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How to create client portal?

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