Help Center
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Help Center
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Getting Started
Integrations
What is an Integration?Connecting a new IntegrationReconnecting an IntegrationRemoving an Integration
Clients
What is a Client?Creating a ClientAmending / Updating Client InformationLinking an Integration to a ClientRemoving an Integration from a Client Deleting or Archiving a Client
Client Portal
What is the Client Portal?White Label optionsSetting up a GreyMetrics.com subdomainSetting up a custom subdomain Setting up a Client Portal
Portal Name
Portal Name
Logo
Manage Your Logo
Deliverables
Add Deliverables
Access
Add Access
Reports
What is a Report? Reports TabCreating a new Report - Using a Predefined TemplateCreating a new Report - Custom TemplateCreating a new Report - Google Sheets Editing a ReportEditing a Date RangeAdding a 'Compare with' Date RangeAdding a logo to a ReportAdding Widgets to a ReportEditing Report WidgetsSharing a Report - PDFDeleting a Report
Schedule
Schedule TabCreating a new ScheduleEditing a SchedulePausing / Deleting a Schedule
Dashboards
What is a Dashboard?Dashboards TabCreating a New Dashboard - Using a Predefined TemplateCreating a new Dashboard - Custom TemplateCreating a new Dashboard - Google SheetsEditing a DashboardEditing a Date RangeAdding a 'Compare With' Date RangeAdding Widgets to a DashboardEditing Dashboard WidgetsSharing a DashboardDeleting a Dashboard
Combi Dashboards
What is a Combi Dashboard?Combi Dashboards TabCreating a new Combi DashboardEditing a Combi DashboardDeleting a Combi Dashboard
Teams, Roles and Settings
Adding a Team MemberTeam rolesAmending Team MembersDeleting Team MembersAmending a passwordForgotten your Password?Amending your GreyMetrics account language
Billing
Manage your GreyMetrics subscriptionView GreyMetrics invoices
FAQs
What is the difference between a Report and a Dashboard?Which languages does GreyMetrics support?Why does a Team Member show assigned by Unknown?Contact us!

Getting Started


Step 1 - Connect your Integrations

Step 2 - Create your first Client

Step 3 - Create your first Report

Step 4 - Create your first live Dashboard

Any questions, please don't hesitate to ask

Our Product Specialists are here to help - schedule a call at a convenient time

Alternatively, Our Technical Support Team can be contacted by Live Chat when logged into your account, or via email

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