User Guide

Datasources

• Overview
• Securing your database connection
• Connecting via SSH tunnel
• Creating read-only user in the database

Report Editor

• Report Editor Overview
• SQL Editor
• Running a SQL query
• Running a custom R script
• Executed SQL Query
• Database Almanac

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Reports

• Overview
• Exporting report data
• Refreshing reports
• Other operations

Dashboards

• Overview
• Interactive dashboards
• Dashboard caching and refreshing
• Exporting Dashboard Data

Sharing and Embedding

• Sharing dashboard with users
• Sharing dashboards via email
• Sharing dashboards via link
• Embedding dashboards

SQL Alerts

• SQL Alerts Overview
• Managing SQL Alerts

Organization Settings

• Datasources
• SQL Snippets
• Preferences

Admin

• Subscription
• Free plan limits
• Users
• Organization Account

Tips & Tricks

• KPI Arrows