Reports

Reports Checkout Graphly’s growing library of reports and report templates.

How to Copy a Dashboard from Another Account

This article will walk you through how to copy an existing Graphly dashboard from one account to another. This is most helpful for Agencies who manage multiple Infusionsoft and Graphly

PartnerCon Photo Booth Giveaway

PartnerCon Photo Booth Giveaway Want to win a free Parsey account? Entering is easy, simply stop by our photo booth, take a picture and add it to our gallery. Then choose

How to Set Up the Opportunity Leaderboard Report

The Opportunity Leaderboard report shows a leaderboard, sorted by users, and the number of Opportunities assigned to them.  Chart Tab The only display type for this report is Leaderboard. Options

A Simple Tagging System for Keap

Here’s the truth: Keap’s reliance on tags is amazing but also a kick in the pants. Using tags to segment data as well as firing automation gives you a lot

Running Batch Actions in Report Results

There may be times where you’ll want to segment the contacts that appear in the results of a Graphly report. This article covers how you can do that using Batch

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