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Getting Started

Integrations

What is an Integration?Connecting a new Integration Reconnecting an Integration Removing an Integration

Clients

What is a Client?Creating a Client Amending / Updating Client Information Linking an Integration to a Client Removing an Integration from a Client Deleting or Archiving a Client

Client Portal

What is the Client Portal?White Label options Setting up a GreyMetrics.com subdomain Setting up a custom subdomain Setting up a Client Portal

Portal Name

Logo

Manage Your Logo

Deliverables

Add Deliverables

Access

Reports

What is a Report? Reports Tab Creating a new Report - Using a Predefined Template Creating a new Report - Custom Template Editing a Report Editing a Date Range Adding a 'Compare with' Date Range Adding a logo to a Report Adding Widgets to a Report Editing Report Widgets Sharing a Report - PDF Deleting a Report

Schedule

Schedule Tab Creating a new Schedule Editing a Schedule Pausing / Deleting a Schedule

Dashboards

What is a Dashboard?Dashboards Tab Creating a New Dashboard - Using a Predefined Template Creating a new Dashboard - Custom Template Editing a Dashboard Editing a Date Range Adding a 'Compare With' Date Range Adding Widgets to a Dashboard Editing Dashboard Widgets Sharing a Dashboard Deleting a Dashboard

Combi Dashboards

What is a Combi Dashboard?Combi Dashboards Tab Creating a new Combi Dashboard Editing a Combi Dashboard Deleting a Combi Dashboard

Teams, Roles and Settings

Adding a Team Member Team roles Amending Team Members Deleting Team Members Amending a password Forgotten your Password?Amending your GreyMetrics account language

Billing

Manage your GreyMetrics subscription View 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!

What is an Integration?

Integrations are the network accounts connected to your GreyMetrics account to create Reports and Dashboards

Connecting a New Integration

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