Build dashboards, schedule reports, export data, BI connectors. Below is the full set of articles in this topic - we add to it weekly as customer questions land in our queue.
Reports & Data
Build dashboards, schedule reports, export data, BI connectors.
Articles in this topic
- Export records to CSVBulk-export from any list view - deals, invoices, employees, tickets, anything.
- Build a dashboard widgetAdd a metric, chart, or list to your home screen - tenant-wide or just for you.
- Schedule a recurring reportEmail yourself or your team a CSV or PDF on a schedule - daily, weekly, monthly.
- Connect Apragya to your BI tool (Power BI, Tableau, Looker)Set up a read-only data connection so your analytics team can query the platform.
- Request a full data export (GDPR / compliance)When you need everything - the GDPR-style data export flow for compliance + audits.
Didn't answer your question? Open a support ticket
← All topics