Managing a Dashboard
You can Share, Refresh, Edit, or Delete an existing dashboard by hovering over the dashboard in the left panel.
You can Export a snapshot of a dashboard to an image file, PDF, or Excel file from the top right of the dashboard when in preview mode.
Create a Report
A report is a great way to capture a snapshot of your Rubex data at a given point in time either visually or as a more raw data format. Reports can be scheduled to run on set intervals and can be automatically sent via email to specified participants.
Select Reports > Create New
Input a name for the report and select the Save icon.
Select a data source for the report to be linked to and pull data from.
You have now created your first Rubex Reports report. It may just be a blank slate in the beginning, but the possibilities from here are many.
There are several Reports and Analytics Objects that you can click and drag to add to your newly created report. The default intent of a report is for information to be captured at a point in time, and then saved as a PDF to be viewed and distributed.
When you add an object to the report, you will be prompted to select the specific pieces of data from your data source that you want to work with, similar to working with objects in a dashboard. This is where you get to choose what you are wanting to pull in and represent from your Rubex data with that object.
As with Dashboards, there are many different ways to configured your reports. We encourage you to experiment with different features. If you want to learn more about specific object types and some of the deeper configuration options, let us know. We are happy to answer any questions and direct you to additional resources
for more assistance please see our full guide here: https://efilecabinethelp.zendesk.com/hc/en-us/articles/7736949209876-Rubex-Reports-Getting-Started-User-Guide-
See how to get started here: https://efilecabinethelp.zendesk.com/hc/en-us/articles/7737125403156-Rubex-Reports-Getting-Started