We have exciting news!
As you may know, we have recently been working on the development of a tool that would allow you to create and customise your own reports, and it’s now been launched!
This will allow you:
- Edit an existing Card
- Create a New Card
These Cards can be then added onto Dashboards.
For more information about how to customise your Reporting through Dashboards, you can have a look at the following articles:
1. How do I create my own Dashboards?
2. How do I re-arrange the side menu on my Tenzo account?
3. How do I manage Automated Email Reports?
4. How do I manage User Groups?
Without further ado, let’s get into how to use Card Creator! Below you will find three videos that will guide you through the process.
Note: this feature has been recently launched. If you don’t have access to this on your account yet, please contact your CSM.
1. Navigate to Card Creator #
2. Create a Card & Add to a Dashboard
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3. Calculated Columns #
Here you can find full documentation about the most frequently asked questions on calculated columns: Card Creator 101: Master Article with links
If you have any questions, please don’t hesitate to reach out to your CSM to receive further guidance or even a full training for you and whoever else in your team you want to have access to this tool!
Any feedback you have on this or other tools from Tenzo, we are always super happy to hear it—you can email us at support@gotenzo.com at any time.
We hope you enjoy customising your reports! 🙂
