How to Add a Graphly Report to your Dashboard

Graphly has over 100 reports to choose from. This short guide will give you a brief introduction to adding a new report to your dashboard.

Template Library

To add a report select the “+” symbol in the top right corner.

click the plus icon on your dashboard

In the graph menu screen you get the option to choose all the graphs we currently have available. We are adding new graphs all the time. You also have the option to filter the graphs by category.

Choose a Category (Optional)

select a template category

Once you find the graph you would like to configure select it. In this example I am going to select the graph “Top Performing Lead Sources“.

click a widget template

Chart Tab

You now have the option to customize how you will see the data. Select the type of graph you want.

choose a display type from the dropdown

Options Tab

You can customize more by selecting Options.

configure the options tab

Date Range

Now you have the option to select the time frame of data you are interested in.

set the date range

When all the settings are to your liking make sure you save them by selecting Save Preference on this Widget.

click save

Relevant Articles

Create Your Free Graphly Dashboard

You don’t need to struggle to find the data you need from your Infusionsoft or Keap application.  Create a free visual dashboard using the Graphly Lite plan. Using Graphly Lite, you get 1 user, 2 dashboards, and access to our 10 most widely used report templates. These templates include: 

  • Tags Applied 
  • Tags Applied Goal
  • Leads
  • Gross Revenue
  • Appt | Note | Task Summary
  • Email List Health
  • Refunds
  • Campaign Email Stats
  • Text Widget Area 

If you don’t already have a Graphly account, click here to get a Graphly Lite account so you can start making more informed decisions and grow your business.

Tags: , ,

Was this helpful?