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Graphly Help Docs

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Dashboards

9
  • How to Add a New Dashboard in Your Graphly Account
  • How to Copy an Existing Graphly Dashboard
  • How to Update or Delete Graphly Dashboards from your iPhone
  • Managing your Graphly Dashboards on iPad
  • How to Resize and Move Graphly Reports
  • How to Create a Public Dashboard for Non-Graphly Users
View all 9 articles

Education

2
  • How Discounts are Calculated In Infusionsoft
  • Setting Up Email Reporting in Infusionsoft's Campaign Builder
View all 2 articles

General

25
  • How to Export a CSV of a Graphly Report
  • How to Track Opens in the Email Builder
  • Facebook Ads Reporting with Graphly Setup Guide
  • How to Upgrade Your Graphly Account
  • How to Add Another Infusionsoft Application to Graphly
  • A Guide to Graphly User Roles and Permissions
View all 25 articles

Graphs & Widgets

4
  • How to Copy a Graphly Report
  • How to Edit a Report After it has been Created
  • How to Add a Graphly Report to your Dashboard
  • How to Print or Download a Graph in Graphly
View all 4 articles

Report Templates

161
  • How to Set Up the Days Between Opportunity Stages Report
  • How to Set Up the Appt|Note|Task by Action Report
  • How to Set Up the Facebook Clicks by Type Report
  • How to Set Up the Contact Counter Report
  • How to Set Up the Days Between Tags Report
  • How to Set Up the Appointment Note Task by User Report
View all 161 articles

Web Tracker

31
  • How to Configure Graphly's Web Tracker & SumoMe
  • How to Set Up Web Tracker with Infusionsoft Shopping Cart
  • How to Integrate Graphly's Web Tracker with Thrive Leads
  • How to Clean Up Lead Sources Using Graphly's Consolidator
  • How to set up Infusionsoft URL's for Graphly's Web Tracker
  • How to Integrate the Graphly Web Tracker and Unbounce
View all 31 articles

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  • Dashboards
    • For Marketing
    • For Ecommerce
    • For Recurring Revenue
    • See Chart Types
    • For Sales Teams
    • For Customer Service
    • For Franchises
    • See All Reports
  • Features
    • Filters
    • Data Exports
    • Batch Actions
    • Public Dashboards
    • Theming
    • Build Tools
    • Cross-Device Compatible
    • User Permissions
  • Pricing
  • Resources
    • Integrations
    • Partners
    • Help Center
    • Blog
    • Buy Keap
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