Dashboard Reports

Nuvi now has the ability to create reports straight from monitor dashboards. The feature is similar to standard monitor reports, but is more customizable and can include a wider range of data. Custom Dashboards is a premium feature. Please reach out to support@nuvi.com if you're interested in a free trial.

One can create a dashboard report by either clicking on the reports tab, clicking on the green + sign, and selecting Dashboard Reports or you can click on the report button on the Dashboard itself.

In the report creation menu you can select the following:

• Dashboard you would like to create the report for
• Segment to apply (if any)
• Template
• Frequency of the report
• Time Range
• Groups the email is sent to

After you select the specifics for your report, click the green Create Report button.

Once the report is created, the option will appear to:

• Edit Template - Allows data or graphics to be removed from the report.
• Rerun Report - Processes any changes made like changing the timeframe.
• Publish Report - Finalizes the report into a non editable PDF for distribution.
• Delete Report - Deletes the report.

Editing The Report :

In order to edit your report, click on Edit Template, from this page one can:

• Delete Graphics - Click on the red trash can icon by any graphic.
• Add Additional Notes - Click on the pencil icon by any graphic.
• Download a PDF
• Print the Report
• Publish the Report

These are the basic functions of Dashboard Reports.

Please feel free to reach out to support@nuvi.com, or your account manager, if you have any additional questions.