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Articles

  • Saving and Sharing Reports / Dashboards

    Overview This article provides a guide on how to save and share custom reports and dashboards within your AdvocateHub. It includes steps for saving reports as a Look or to a Dashboard, and details on ...

  • Using Reports: An overview

    Overview This article provides a comprehensive guide on utilizing the reporting features within a business intelligence platform, specifically Looker. It covers how to customize reports by changing ch...

  • InfluiTip #17: Custom Reports

    Overview This article provides a comprehensive guide on the new features of the Reporting tool in AdvocateHub, including the ability to save and schedule reports. It also defines key terms and walks t...

  • InfluiTip #11: Reporting Categories

    Overview This article provides insights into the use of reporting categories within challenges to enhance the accuracy of reports. It includes a video tutorial and step-by-step guidance on setting up ...

  • Updating ROI Values

    Overview The article provides a step-by-step guide on how to update Return on Investment (ROI) values within an Advocate Program's ROI Table and Dashboard. It details navigation to the settings, under...

  • Scheduling Report Exports to Email or External Systems

    Overview AdvocateHub Reports introduces advanced scheduling features, enabling users to automate the export of reports and dashboards to various destinations in multiple formats. The article provides ...

  • Standard Reports

    Overview This article provides an in-depth look at the pre-built Standard Reports available in every Influitive Hub, detailing their functionalities and the types of insights they offer. It covers the...

  • Reporting Data Dictionary

    Overview The Reporting Data Dictionary serves as a comprehensive guide for users to understand the definitions, structures, and terms associated with data elements in reports, particularly within the ...

  • Exporting Reward Data

    Overview This article serves as a guide for users needing to export reward data, detailing the steps to export both comprehensive rewards data and data for individual reward redemptions. It outlines t...

  • Benchmarking Reports (Legacy)

    Overview This article provides information about the legacy Benchmarking Reports and notes the transition to new benchmarking tools. It is intended for users who are familiar with the legacy dashboard...