Common Tasks

What do you need help with?	Walkthrough
Give several colleagues Admin rights and full access	Task 1.1
Give a colleague broad access with selected restrictions	Task 1.2
Give a client only the allowed fields and data	Task 1.3
Invitation link expired or password forgotten	Task 1.4
Compare decay intervals and build a Toxic Client Watchlist	Task 2.1
Use Deal (All Statuses) on my own dashboard	Task 2.2
Adapt a predefined template by adding fields	Task 3.1
Build a report template from scratch	Task 3.2
Filter and sort dashboard reports, including large reports	Task 3.3
Export a report to CSV or XLSX	Task 4.1
Export every report on a dashboard to PDF	Task 4.2
Send an EOD report automatically and check delivery	Task 5.1

Topic 1 - User Access and Permissions

User Access and Permissions

Task 1.1 - Give a Group of Colleagues Admin Rights and Full Reporting Access

Give a Group of Colleagues Admin Rights and Full Reporting Access

Interface Orientation and Preparation

How to switch between portals

What is a Layout

How to add a Layout

What is a Tab in a Layout

How to add a tab for the layout

What is a Component on a Tab

Purpose of Components in the Reporting Portal

1 - How to add the Users component

How to add the Users component

2 - How to add a User in the Users component

How to add a User in the Users component

3 - How to add Admin rights in the Users component

How to add Admin rights in the Users component

Check: is_admin is enabled for each colleague who needs administrative access.

4 - How Admin rights affect module access

How Admin rights affect module access

5 - How to add Permissions components

How to add Permissions components

6 - How to create a User Group

How to create a User Group

7 - How to add users to a User Group

How to add users to a User Group

Check: every colleague who needs administrative access is in the group.

8 - How to set Full access for Components

How to set Full access for Components

For full access, select every top-level object in the tree.

9 - How to set Full access for Data

How to set Full access for Data

10 - Check the permission settings in the Permissions components

Check the permission settings in the Permissions components

Before inviting, test the permission rules:

Use one of two ways:
- Your account: remove your rules that the tested setup does not have, then add your account to the same user group.
- A test account you have access to: add it to the same user group.
Generate a report (Task 3.3, steps 1–4): all components and data must be available. If not, fix the rules.
After the test, return your account to its previous rules.

11 - How to send an Invitation Email

How to send an Invitation Email

If the invitation has expired, use Task 1.4.

For more details, see: Interface overview · User management · Reporting permissions.

Task 1.2 - Give a Colleague Targeted Restricted Access to Reporting

Give a Colleague Targeted Restricted Access to Reporting

Use the same colleague for all rules; leave Admin rights disabled.

Interface Orientation and Preparation

How to switch between portals

What is a Layout

How to add a Layout

What is a Tab in a Layout

How to add a tab for the layout

What is a Component on a Tab

Purpose of Components in the Reporting Portal

1 - How to add the Users component

How to add the Users component

2 - How to add a User in the Users component

How to add a User in the Users component

3 - How to grant Reporting access to a User

How to grant Reporting access to a User

Check: Reporting is in the colleague's Modules list.

4 - How to add Permissions components

How to add Permissions components

5 - Permissions system overview

Permissions system overview

Permissions Overview and Best Practices

Core Rules

Recommendations

6 - Best practices for targeted Restrictions

Best practices for targeted Restrictions

7 - How to create Component Access Rules

How to create Component Access Rules

Shows how rules work; create the rules in the next steps.

Tip: to give several colleagues the same access, apply rules to a User Group; to allow or deny several reports or fields at once, use a Report Type Group or Report Field Group.

8 - How to set Full access for Components

How to set Full access for Components

Select this colleague as Subject instead of the Admin group.

9 - How to set Full access with targeted Restrictions for Components

How to set Full access with targeted Restrictions for Components

10 - How to create Data Access Rules

How to create Data Access Rules

Shows how rules work; create the rules in the next steps.

Tip: to restrict several accounts or sources at once, use Account Groups, Provider Groups, Connector Groups or Connector Account Groups.

11 - How to set Full access for Data

How to set Full access for Data

Select this colleague as Subject instead of the Admin group.

12 - How to set Full access with targeted Restrictions for Data

How to set Full access with targeted Restrictions for Data

13 - Check the permission settings in the Permissions components

Check the permission settings in the Permissions components

Before inviting, test the permission rules:

Use one of two ways:
- Your account: remove your rules that the tested setup does not have, then set an exact copy of the tested rules.
- A test account you have access to: set the same rules for it.
Generate a report (Task 3.3, steps 1–4): allowed reports must work; denied reports, fields and data sources must be unavailable. If not, fix the rules.
After the test, return your account to its previous rules.

14 - How to send an Invitation Email

How to send an Invitation Email

If the invitation has expired, use Task 1.4.

For more details, see: Interface overview · User management · Reporting permissions.

Task 1.3 - Give a Client Limited Access to Reporting

Give a Client Limited Access to Reporting

Use the same client for all rules; leave Admin rights disabled.

Interface Orientation and Preparation

How to switch between portals

What is a Layout

How to add a Layout

What is a Tab in a Layout

How to add a tab for the layout

What is a Component on a Tab

Purpose of Components in the Reporting Portal

1 - How to add the Users component

How to add the Users component

2 - How to add a User in the Users component

How to add a User in the Users component

3 - How to grant Reporting access to a User

How to grant Reporting access to a User

Check: Reporting is in the client's Modules list.

4 - How to add Permissions components

How to add Permissions components

5 - Permissions system overview

Permissions system overview

Permissions Overview and Best Practices

Core Rules

Recommendations

6 - Best practices for targeted Restrictions

Best practices for targeted Restrictions

7 - How to create Component Access Rules

How to create Component Access Rules

Shows how rules work; create the rules in the next steps.

Tip: to give several clients the same access, apply rules to a User Group; to allow or deny several reports at once, use a Report Type Group.

8 - How to create a Report Field Group

How to create a Report Field Group

Name the field group Client Fields.

9 - How to add report fields to a Report Field Group

How to add report fields to a Report Field Group

10 - How to configure limited Component access for Clients to allowed Fields

How to configure limited Component access for Clients to allowed Fields

In the tree, the group appears under each report type, for example Reports → Deal → [Field Group] Client Fields.

Allow the Client Fields group from steps 8–9 for this client.

11 - How to configure limited Component access for Clients to allowed Predefined Templates

How to configure limited Component access for Clients to allowed Predefined Templates

The tree shows template names only; check a template's fields in the Templates component.

Allow only templates whose fields are in Client Fields.

12 - How to create Data Access Rules

How to create Data Access Rules

Shows how rules work; create the rules in the next steps.

13 - How to configure limited Data access for Clients to a specific Account

How to configure limited Data access for Clients to a specific Account

Tip: to allow several accounts at once, use an Account Group.

14 - How to configure limited Data access for Clients to specific Providers, Connectors, or Connector Accounts

How to configure limited Data access for Clients to specific Providers, Connectors, or Connector Accounts

Tip: to allow several sources at once, use Provider Groups, Connector Groups or Connector Account Groups.

15 - How Data source restrictions affect reports

How Data source restrictions affect reports

16 - Check the permission settings in the Permissions components

Check the permission settings in the Permissions components

Before inviting, test the permission rules:

Use one of two ways:
- Your account: remove your rules that the tested setup does not have, then set an exact copy of the tested rules.
- A test account you have access to: set the same rules for it.
Generate a report with an allowed template (Task 3.3, steps 1–4): it must show only the allowed fields and data; a template or source that is not allowed must be unavailable. If not, fix the rules.
After the test, return your account to its previous rules.

17 - How to send an Invitation Email

How to send an Invitation Email

If the invitation has expired, use Task 1.4.

For more details, see: Interface overview · User management · Reporting permissions · Report templates.

Task 1.4 - Restore Account Access When the Registration Link Does Not Work or the Password Is Forgotten

Restore Account Access When the Registration Link Does Not Work or the Password Is Forgotten

1 - How to Recover Access to your account

How to Recover Access to your account

Check: sign in with the new password.

For more details, see: Account Access · User management.

Topic 2 - Predefined Reports

Predefined Reports

Task 2.1 - Use the Trade Decay Heat Map Predefined Layout

Use the Trade Decay Heat Map Predefined Layout

Interface Orientation and Preparation

How to switch between portals

What is a Layout

What is a Tab in a Layout

What is a Component on a Tab

Purpose of Components in the Reporting Portal

1 - How to import a Predefined Layout

How to import a Predefined Layout

Skip if already imported: each import adds another copy with the same name.

Import Layout/All_Layouts with Report Templates included, then open Trade Decay Heat Map.

2 - Trade Flow by Login overview

3 - Toxic Client Watchlist overview

Toxic Client Watchlist overview

4 - How to use the Negative Interval Ranges Global Filter for Toxic Client Watchlist reports on the Dashboard

How to use the Negative Interval Ranges Global Filter for Toxic Client Watchlist reports on the Dashboard

5 - How to combine Ranges in the Negative Interval Ranges Global Filter for Toxic Client Watchlist reports on the Dashboard

How to combine Ranges in the Negative Interval Ranges Global Filter for Toxic Client Watchlist reports on the Dashboard

6 - How to use Date Interval Global Filter on the Dashboard

How to use Date Interval Global Filter on the Dashboard

Check: every tab shows data; if empty, choose a longer period. If only Toxic Client Watchlist tabs are empty, adjust Negative Interval Ranges (steps 4–5).

7 - How to change Grouping for Trade Flow and Toxic Client Watchlist reports on the Dashboard

How to change Grouping for Trade Flow and Toxic Client Watchlist reports on the Dashboard

Check: rows are grouped by the selected fields.

8 - How to display a Heat Map for Trade Flow and Toxic Client Watchlist reports on the Dashboard

How to display a Heat Map for Trade Flow and Toxic Client Watchlist reports on the Dashboard

Heat Map is already enabled in the predefined templates.

For more details, see: Interface overview · Trade Decay report guide · Toxic Client Watchlist report guide · Dashboard settings · Report types and fields · Report templates.

Task 2.2 - Use the Deal (All Statuses) Predefined Template on a Dashboard You Create

Use the Deal (All Statuses) Predefined Template on a Dashboard You Create

Interface Orientation and Preparation

How to switch between portals

What is a Layout

How to add a Layout

What is a Tab in a Layout

How to add a tab for the layout

What is a Component on a Tab

Purpose of Components in the Reporting Portal

1 - Purpose of the Deal (All Statuses) report type

Purpose of the Deal (All Statuses) report type

2 - How to add Templates component

How to add Templates component

Choose one import method

Option A — import layouts and their templates

1 - How to import a Predefined Layout

How to import a Predefined Layout

Skip if already imported: each import adds another copy with the same name.

Import Layout/All_Layouts with Report Templates included, then return to your own layout.

Option B — import templates only

1 - How to import a Predefined Report Template

How to import a Predefined Report Template

Skip if already imported: each import adds another copy with the same name.

Choose Report Templates/All.

3 - How to add Dashboard component

How to add Dashboard component

4 - How to view data of the Deal (All Statuses) report type

How to view data of the Deal (All Statuses) report type

Check: orders appear with their status in Order State. If the report is empty, choose another period; if a long period fails to load, shorten it.

Optional — show one row per Order on this dashboard

1 - How to clone a Report Template

How to clone a Report Template

Clone a template; skip the folder example. Use the clone in the following videos.

2 - How to add Fields to a Report Template

How to add Fields to a Report Template

3 - Optional — How to rename a Column in a Report

How to rename a Column in a Report

4 - Optional — How to modify Column order in the Report Template

How to modify Column order in the Report Template

5 - How to show one row per Order in a Deal-type Report

How to show one row per Order in a Deal-type Report

Use the cloned template.

6 - How to generate a Report

How to generate a Report

Use your cloned template on the dashboard.

Check: each Order appears in one row.

For more details, see: Interface overview · Deal (All Statuses) report guide · Dashboard settings · Report templates.

Topic 3 - Report Templates

Report Templates

Task 3.1 - Clone a Predefined Template, Add Fields, and Use It on a Dashboard

Clone a Predefined Template, Add Fields, and Use It on a Dashboard

Interface Orientation and Preparation

How to switch between portals

What is a Layout

How to add a Layout

What is a Tab in a Layout

How to add a tab for the layout

What is a Component on a Tab

Purpose of Components in the Reporting Portal

1 - How to add Templates component

How to add Templates component

2 - How to import a Predefined Report Template

How to import a Predefined Report Template

Skip if already imported: each import adds another copy with the same name.

Choose Report Templates/All.

3 - How to clone a Report Template

How to clone a Report Template

Clone a template; skip the folder example.

4 - How to add Fields to a Report Template

How to add Fields to a Report Template

5 - Optional — How to rename a Column in a Report

How to rename a Column in a Report

6 - Optional — How to modify Column order in the Report Template

How to modify Column order in the Report Template

7 - How to add Dashboard component

How to add Dashboard component

8 - How to generate a Report

How to generate a Report

Use your cloned template on the dashboard.

Check: the added columns are visible.

Optional — filter and sort the resulting report

1 - How to use Date Interval Global Filter on the Dashboard

How to use Date Interval Global Filter on the Dashboard

2 - How to use Global Filters without Predefined Items

How to use Global Filters without Predefined Items

3 - How to filter Report data by column on the Dashboard

How to filter Report data by column on the Dashboard

4 - How to clear all column filters and sorting of a Report on the Dashboard

How to clear all column filters and sorting of a Report on the Dashboard

5 - How to use Refresh Mode on dashboards

How to use Refresh Mode on dashboards

6 - How to filter and sort Report data before generating it on the Dashboard

How to filter and sort Report data before generating it on the Dashboard

For a new large report, select its template in Manual mode before refreshing.

For more details, see: Interface overview · Report templates · Report types and fields · Dashboard settings.

Task 3.2 - Create a Custom Template and Use It on a Dashboard

Create a Custom Template and Use It on a Dashboard

Interface Orientation and Preparation

How to switch between portals

What is a Layout

How to add a Layout

What is a Tab in a Layout

How to add a tab for the layout

What is a Component on a Tab

Purpose of Components in the Reporting Portal

1 - How to add Templates component

How to add Templates component

2 - How to create a new Report Template

How to create a new Report Template

Example: name the template My Deal Report and choose the Deal report type.

3 - How to add Fields to a Report Template

How to add Fields to a Report Template

4 - Optional — How to rename a Column in a Report

How to rename a Column in a Report

5 - Optional — How to modify Column order in the Report Template

How to modify Column order in the Report Template

6 - How to add Dashboard component

How to add Dashboard component

7 - How to generate a Report

How to generate a Report

Use your custom template on the dashboard.

Check: the selected columns are visible.

Optional — filter and sort the resulting report

1 - How to use Date Interval Global Filter on the Dashboard

How to use Date Interval Global Filter on the Dashboard

2 - How to use Global Filters without Predefined Items

How to use Global Filters without Predefined Items

3 - How to filter Report data by column on the Dashboard

How to filter Report data by column on the Dashboard

4 - How to clear all column filters and sorting of a Report on the Dashboard

How to clear all column filters and sorting of a Report on the Dashboard

5 - How to use Refresh Mode on dashboards

How to use Refresh Mode on dashboards

6 - How to filter and sort Report data before generating it on the Dashboard

How to filter and sort Report data before generating it on the Dashboard

For a new large report, select its template in Manual mode before refreshing.

For more details, see: Interface overview · Report templates · Report types and fields · Dashboard settings.

Task 3.3 - Filter and Sort Report Data on the Dashboard

Filter and Sort Report Data on the Dashboard

Interface Orientation and Preparation

How to switch between portals

What is a Layout

How to add a Layout

What is a Tab in a Layout

How to add a tab for the layout

What is a Component on a Tab

Purpose of Components in the Reporting Portal

1 - How to add Templates component

How to add Templates component

2 - How to import a Predefined Report Template

How to import a Predefined Report Template

Skip if already imported: each import adds another copy with the same name.

Choose Report Templates/All.

3 - How to add Dashboard component

How to add Dashboard component

4 - How to generate a Report

How to generate a Report

Select one of the imported predefined templates.

5 - How to use Date Interval Global Filter on the Dashboard

How to use Date Interval Global Filter on the Dashboard

6 - How Date Interval From and To values work

How Date Interval From and To values work

7 - How to use Global Filters without Predefined Items

How to use Global Filters without Predefined Items

8 - How to filter Report data by column on the Dashboard

How to filter Report data by column on the Dashboard

9 - How to sort Report data by column on the Dashboard

How to sort Report data by column on the Dashboard

Check: the rows match your filters and sort order.

10 - How to clear all column filters and sorting of a Report on the Dashboard

How to clear all column filters and sorting of a Report on the Dashboard

Reset global filters separately if needed.

11 - How to use Refresh Mode on dashboards

How to use Refresh Mode on dashboards

12 - How to filter and sort Report data before generating it on the Dashboard

How to filter and sort Report data before generating it on the Dashboard

For a new large report, select its template in Manual mode before refreshing.

For more details, see: Interface overview · Report templates · Report types and fields · Dashboard settings.

Topic 4 - Export Reports from the Dashboard

Export Reports from the Dashboard

Task 4.1 - Export One Report from the Dashboard to CSV or XLSX

Export One Report from the Dashboard to CSV or XLSX

Interface Orientation and Preparation

How to switch between portals

What is a Layout

How to add a Layout

What is a Tab in a Layout

How to add a tab for the layout

What is a Component on a Tab

Purpose of Components in the Reporting Portal

Prepare a report — skip if your dashboard is ready

1 - How to add Templates component

How to add Templates component

2 - How to import a Predefined Report Template

How to import a Predefined Report Template

Skip if already imported: each import adds another copy with the same name.

Choose Report Templates/All.

3 - How to add Dashboard component

How to add Dashboard component

4 - How to generate a Report

How to generate a Report

Select one of the imported predefined templates.

Set the period with the Date Interval filter; the default is Today.

Option A — export a report already displayed on the dashboard

1 - How to include a Header with the report title, creation date, and reporting period when exporting reports

How to include a Header with the report title, creation date, and reporting period when exporting reports

2 - How to set the Header Date Format for exports

How to set the Header Date Format for exports

3 - How to change the default Date Format during export

How to change the default Date Format during export

4 - How to export Report Data to CSV or XLSX format

How to export Report Data to CSV or XLSX format

Option B — export a large report without rendering it first

1 - How to use Refresh Mode on dashboards

How to use Refresh Mode on dashboards

2 - How to generate a Report

How to generate a Report

For this path, select the template in Manual mode and leave the panel unrefreshed.

3 - How to export a Report without waiting for it to generate on the Dashboard

How to export a Report without waiting for it to generate on the Dashboard

For filtered output, configure the filters and enable Apply current filters or sorting.

Check: open the file: the report, period and filters match the dashboard.

For more details, see: Interface overview · Dashboard settings.

Task 4.2 - Export All Reports of a Dashboard to PDF

Export All Reports of a Dashboard to PDF

Interface Orientation and Preparation

How to switch between portals

What is a Layout

How to add a Layout

What is a Tab in a Layout

How to add a tab for the layout

What is a Component on a Tab

Purpose of Components in the Reporting Portal

Prepare the dashboard — skip components already present

1 - How to add Templates component

How to add Templates component

2 - How to import a Predefined Report Template

How to import a Predefined Report Template

Skip if already imported: each import adds another copy with the same name.

Choose Report Templates/All.

3 - How to add Dashboard component

How to add Dashboard component

1 - How to add and configure Rows for multiple Reports on the Dashboard

How to add and configure Rows for multiple Reports on the Dashboard

2 - How to add and configure Report Panels within a Row for multiple Reports on the Dashboard

How to add and configure Report Panels within a Row for multiple Reports on the Dashboard

3 - How to generate a Report

How to generate a Report

Repeat template selection for each report panel.

4 - How to use Date Interval Global Filter on the Dashboard

How to use Date Interval Global Filter on the Dashboard

5 - How to include a Header with the report title, creation date, and reporting period when exporting reports

How to include a Header with the report title, creation date, and reporting period when exporting reports

6 - How to set the Header Date Format for exports

How to set the Header Date Format for exports

7 - How to export all Reports from one Dashboard to PDF

How to export all Reports from one Dashboard to PDF

Check: the PDF or ZIP contains every report for the selected period.

For more details, see: Interface overview · Dashboard settings.

Topic 5 - Scheduled Report Delivery

Scheduled Report Delivery

Task 5.1 - Configure Reliable EOD Report Delivery with the Scheduler

Configure Reliable EOD Report Delivery with the Scheduler

Interface Orientation and Preparation

How to switch between portals

What is a Layout

How to add a Layout

What is a Tab in a Layout

How to add a tab for the layout

What is a Component on a Tab

Purpose of Components in the Reporting Portal

Import predefined report templates — skip if already imported

1 - How to add Templates component

How to add Templates component

2 - How to import a Predefined Report Template

How to import a Predefined Report Template

Skip if already imported: each import adds another copy with the same name.

Choose Report Templates/All.

1 - How to add Scheduler component