How to set up the Contact Table Report
The “Contact Table” report in Graphly provides a clear, customizable table view of your contact data. With the ability to select both standard and custom fields as column headers, you
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How to set up the Contact Field Breakdown Report
The “Contact Field Breakdown” report in Graphly is a versatile tool for analyzing and organizing your contact data based on any chosen standard or custom field. By selecting a field
How to set up the Contact Field by Date report
The “Contact Field By Date” report in Graphly is a powerful, versatile report template that enables users to generate detailed, customized reports based on contact date fields. With the ability
How to use Filters in a Graphly Report
In Graphly, the ability to filter data within individual reports provides users with a powerful tool to customize and refine their data analysis. Adding Filters to any report allows you
How to use Batch Actions in Graphly
The Record Reveal feature in Graphly not only allows users to view detailed records directly from data points in reports but also provides the capability to perform batch actions on
How to use the Record Reveal Feature in Graphly
The Record Reveal feature in Graphly is a powerful tool that allows users to gain deeper insights into their data by providing detailed record information directly from a data point
How to Add Graphly to your Android Phone
Sometimes you may want to be able to view Graphly on your Android Phone. In this article we’ll go over how you can put the power of your reporting in
How to set up the Time Between Notes Report
The Time Between Notes report allows you to see the time between notes that get applied. You can see the average as well as a bread down to see the
How to set up the Note Funnel Report
The Note Funnel report displays a funnel that breaks down the conversion rate between note records. Display Tab Chart Type The only display type for this report is Funnel. Show
How to set up a Grouped Product Leaderboard
The Grouped Product Leaderboard report report displays a leaderboard of products that were sold during a specific date range, with the ability to group multiple products into one leader. Display