FleetOps

Three ways to drill down on dashboard gadgets, view raw data, configured drill-down, or chart segments.

Drill down on dashboards

How to export a grid or chart data to an Excel file from any dashboard or report.

Export a grid

How to see who created or last updated a dashboard, report, workspace, or KPI List.

How to find information on who last updated content?

The fundamental difference between a report and a dashboard, and when to reach for each.

Reports vs. dashboards

How to sort a dashboard grid by any column, highest to lowest, like in an Excel spreadsheet.

Sort your data like you would in an Excel spreadsheet

How to view, edit, and audit a metric's definition directly from the gadget that uses it.

Understand your metrics using metric definitions

How to change the date range on a report, dashboard, workspace, KPI List, or board.

Update dates on my reporting

How the quick-select date picker works, rolling windows for last, current, or next periods.

Use the quick select options for date selection

How the FleetOps reporting week is configured and how to check the start day for your organization.

What is the week that we report on in FleetOps?

Using Dashboards

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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