Getting Started

There are two primary ways to bring your data to life with Rubex Reports. Dashboards & Reports.

Dashboard (Dynamic) - Dashboards update and adjust to reflect any new and modified data in the associated data source. Dashboards can contain a variety of objects and can be shared and monitored.

Report (Static) - A standard report is a snapshot of a data set at a particular point in time. Scheduling reports to be captured and sent at particular intervals and to specific individuals is a great way to keep tabs on your data over time.

Access to Rubex Reports

Access to Rubex Reports is a system permission that is set at the user level.  Access is granted by assigning either the Admin system permission preset or a Custom permission set with Rubex Reports checked.

Rubex Reports will be available in the main navigation for any user that has been granted access via system permissions.


See the full user guide for more helpful tips
https://efilecabinethelp.zendesk.com/hc/en-us/articles/7736949209876-Rubex-Reports-Getting-Started-User-Guide-