A Quick Tour of your Graphly Account

This article gives a quick tour of your Graphly account with an overview of notable features and locations within the app.

Dashboard

The first thing you see when you log in will be your dashboard. This board is empty until you start adding reports (also called widgets) to it.

screenshot of a naked dashboard

Adding a Board

To add another board, click the four square icon in the top-right and select + Add Board.

click the four square icon and select add board

Give the new board a name and click Create.

give the board a name and click create at the bottom of the modal

Switching Between Boards

To toggle between your different boards, click the four square icon and select the board you would like to visit.

click the four square icon and select the board you would like to visit

Board Preferences

To access the settings of your board, click the gear icon on your dashboard, and select Board.

click the gear icon and select board

Settings Tab

The settings tab allows you to change the name of the board, and assign it to a different user.

change the name of the board or assign to a different user

Share Tab

The Share tab allows to to select other users to share the board with.

select a user to share the board with

Public Tab

The Public tab allows you to generate a public link to the current dashboard.

Warning: Anyone with this link can view this dashboard, regardless of whether or not they are a user
create a public link to the dashboard

Template Library

To access you Template Library, click the + icon at the top of your dashboard.

click the plus icon at the top of the dashboard to access the template library

You can filter the library by clicking on the category drop-down to the right, or by searching for a key word.

filter by selecting a category on the right or searching for key word

You can also browse through the templates by using the arrow keys at the bottom of the modal.

arrow keys at the bottom of the modal to browse

Reports

Resize & Move Reports

To resize an existing report, click and drag either of the bottom corners to the desired size and proportions.

click and drop the bottom corners of a report to resize

To move a report, click the title and drag it where you want it to live.

click the title and drag the report to move it

Editing Reports

To Edit an Existing report, click the gear icon in the top right-hand corner of the report.

to edit the report click the gear icon in the top right-hand corner

After making changes to a report, click the save preferences on this widget button.

click the save button at the bottom of the report settings

Deleting Reports

While in the settings of a report, click the red trash can icon, then select Delete to confirm.

to delete click the red trash can icon in the settings of the report
click the delete button to permanently delete the report

Profile

To access the Profile settings, where your personal user information is stored, click the gear icon on your dashboard and select Profile.

click the gear icon on the dashboard and select profile

Profile Tab

To change any information pertaining to your specific user, make any changes on this tab and click the Update Profile button near the bottom.

profile tab to change user information

Theme Tab

On the Theme tab, you can choose the color scheme of your Graphly account. I’m definitely not biased, but Dark is the best theme. 😉

select the different themes to change the appearance of your Graphly account

Extensions Tab

In order to view Graphly within your Infusionsoft account (more info on that here) you’ll need to download the Firefox addon or Chrome extension, depending on which browser you use.

download the firefox or chrome browser extensions to view graphly in infusionsoft

Account Settings

To access your account settings, click the four square icon (again) and select Account.

click the gear icon and select account to access account settings

Settings Tab

On this tab, you can change the name of the Account, the Owner, and the Currency and Timezone that reports display in.

various settings for the graphly account

Users Tab

The Users tab allows you to invite new users, or edit existing users. For more information on users, click here.

settings for managing users

Plan Tab

The on the Plan tab you can upgrade and downgrade your account, as well as edit the primary payment information.

the plan tab allows you to select your plan and edit payment information

Invoices Tab

The invoices tab allows you to pay on and download invoices for the last 18 months.

pay on and download invoices for the last 18 months

Relevant Articles

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