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Dashboards, sharing and exports

Put your key numbers in one place and get them to the people who need them.

What you will learn

  • Build a dashboard
    Open Dashboards and create one, then add the reports you check most.

  • Share with the team
    Share a report with colleagues. It appears under Shared with me for them.

  • Export the data
    Export a report for your accountant, and pick up the file from Exports.