Rodrigo Zaupa

Opening, filtering, exploring and sharing dashboards.

Dashboards

Find a dashboard and switch between its sections.

Open a dashboard and move between its sections

The two ways to set a dashboard's dates, and when to use each.

"As of date" or "Date range": choosing the dates a dashboard shows

Narrow a dashboard with its filters, and clear them.

Filter a dashboard

Filters built into a dashboard that you can't remove.

What "Permanent filters active" means

Look at one widget over different dates without changing the whole dashboard.

Change the dates of one widget only

Explore a widget without changing the dashboard.

Drill down into a chart, switch table and chart views

Export a widget to Excel or save it as an image

A written summary of what a dashboard shows.

Get an AI summary of a dashboard

Using dashboards

Share a dashboard with a user or a role

Send a colleague the exact view you're looking at.

Share a link to a dashboard with its dates

Comment on a widget, mention colleagues, and follow replies.

Discuss a widget with your team (conversations and notifications)

Sharing and collaborating

Why a widget is hidden from you and who can change it.

"You don't have access to the data in this widget"

"Unable to load data for this widget"

Troubleshooting

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

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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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