Reports and Dashboards

Lessons

1. 01

   Filter a report and save your view

   This lesson shows you how to make a report answer one question, and how to keep the result as a saved report.

   2:43 film · written guide · quick check

2. 02

   Report view and group by

   This lesson shows you how to turn a list into a table you control: choose its columns, group the rows, add totals, and save the view.

   2:29 film · written guide · quick check

3. 03

   Export to Excel and print

   This lesson shows you how to hand a report or a list to a spreadsheet, how to print a report, and when to export instead of sharing a saved report.

   2:47 film · written guide · quick check

4. 04

   Build your own report

   This lesson shows you how to build your own report on a list, save it with a name, and share it with the people who need it.

   2:49 film · written guide · quick check

5. 05

   Dashboards, charts and number cards

   This lesson shows you how to read the dashboards on your Parsimony site, and how to add your own number card or chart from a report.

   2:37 film · written guide · quick check

6. 06

   Get reports by email

   This lesson shows you how to have Parsimony email a report on a schedule, using an Auto Email Report.

   2:44 film · written guide · quick check

Next course: Admin and Setup