Getting Started Guide
Here are a few things you'll need to know and have before getting started.
Connect to databases, spreadsheets, and APIs for a complete picture of your business
DashboardFox was designed to be a very secure application. If we are going to make accessing your data easier, we had to make sure it was protected.
Prepare your users to get the most from self-service dashboards and reports
Apply regular updates and regular activities for maintenance
Backup strategy
Learn the importance of backing up your data when using DashboardFox
Change your DashboardFox admin password
Learn how to change your dashboardfox admin password
Create Data Security Policies
Learn how to create data security policies
Create Data Tags
Learn how to create data tags
How To Apply Upgrades
Learn how to apply regular upgrades to your DashboardFox
How To Setup Duo Two-Factor Authentication
Learn how to setup Duo two-factor authentication
How to install and activate DashboardFox
Learn how to install and upgrade your DashboardFox
Install and Activate DashboardFox
Learn how to install and activate dashboardfox in your computer.
Join The DashboardFox Community (and other resources)
Inside the article are the resources that the user can access. This includes the support, help guides, and social profile of DashboardFox.
Pre-requisites
Learn the pre-requisite needed for installing DashboardFox into your computer
Register your data sources
Learn how to register your data sources
Security planning
Learn the different security features DashboardFox has
Setup a user-friendly URL
Learn how to set-up a user friendly URL using DahsboardFox
User Permissions
Learn how to create users and their permissions
Build combo charts
Learn how to build combo charts
Dashboard Smart Filters
Learn how to use dashboard smart filters
Create Dashboards
Learn how to create dashboards
Create Filters and Saved Views
Learn how to create filters and saved views
Create Map Visualizations
Learn how to create map visualizations
Using SQL Stored Procedures
Lear how to use sql stored procedure
Out of the Box Visualization Types
Learn the different visualization types you can choose from
Build data grid reports (detailed and target reports)
Learn how to build date grid reports that are detailed and with target
Build summarized reports
Learn how to build a summarized reports
Build drill-down reports
Learn how to build drill-down reports
Build KPI reports
Learn how to build KPI reports
Build data visualization/chart reports
Learn how to build data visualization reports
Linked reports - data blending
Learn what does linking reports do and how to do it