Click Graphs

Click Try our new Graphs experience

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Keywords

Enter the keyword. Click Enter.

You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Keywords filter.

Click the desired option

It will display all Graphs based on your selection

NOTE: You can also combine some or all of the other filters together: Graph, Graph Group, Name, Type, Responsible Member, Responsible Position, Team, Inverted, Aggregate Method, Description, Empty Description, Created At, Last Updated At, Last Data Point Updated By, Archived, Hidden and Custom Attributes.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the graph you are searching for needs to match all of them. The Any filter will return all graphs that belong to each individual filter. Click on All to switch between All / Any.

Click Graphs

Click Try our new Graphs experience

If you have more than one Organization, you can select the desired one.

Click the 3-dot menu

Enter the keyword. Select a single or multiple graphs.

NOTE: You can also enter the Graph ID to find the desired graph

Click outside of the selection box in the View area for the filter to be applied

It will display all Graphs based on your selection

NOTE: You can also combine some or all of the other filters together: Keywords, Graph Group, Name, Type, Responsible Member, Responsible Position, Team, Inverted, Aggregate Method, Description, Empty Description, Created At, Last Updated At, Last Data Point Updated By, Archived, Hidden and Custom Attributes.

Click Graphs

Click Try our new Graphs experience

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Graph Group

Select a single or multiple types

Click outside of the selection box in the View area for the filter to be applied

You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Graph Group filter.

Click the desired option

It will display all Graphs based on your selection. It will display all graphs in the same order as they appear in the Graph Group.

NOTE: You can also combine some or all of the other filters together: Keywords, Graph, Name, Type, Responsible Member, Responsible Position, Team, Inverted, Aggregate Method, Description, Empty Description, Created At, Last Updated At, Last Data Point Updated By, Archived, Hidden and Custom Attributes.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the graph you are searching for needs to match all of them. The Any filter will return all graphs that belong to each individual filter. Click on All to switch between All / Any.

Click Graphs

Click Try our new Graphs experience

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Name

Type the exact name of the graph. Click Enter.

You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Name filter.

Click the desired option

It will display all Graphs based on your selection

NOTE: You can also combine some or all of the other filters together: Keywords, Graph, Graph Group, Type, Responsible Member, Responsible Position, Team, Inverted, Aggregate Method, Description, Empty Description, Created At, Last Updated At, Last Data Point Updated By, Archived, Hidden and Custom Attributes.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the graph you are searching for needs to match all of them. The Any filter will return all graphs that belong to each individual filter. Click on All to switch between All / Any.

Click Graphs

Click Try our new Graphs experience

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Type

Select a single or multiple types

Click outside of the selection box in the View area for the filter to be applied

You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Type filter.

Click the desired option

It will display all Graphs based on your selection

NOTE: You can also combine some or all of the other filters together: Keywords, Graph, Graph Group, Name, Responsible Member, Responsible Position, Team, Inverted, Aggregate Method, Description, Empty Description, Created At, Last Updated At, Last Data Point Updated By, Archived, Hidden and Custom Attributes.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the graph you are searching for needs to match all of them. The Any filter will return all graphs that belong to each individual filter. Click on All to switch between All / Any.

Click Graphs

Click Try our new Graphs experience

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Responsible Member

Select a single or multiple members

Click outside of the selection box in the View area for the filter to be applied

You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Responsible Member filter.

Click the desired option

It will display all Graphs based on your selection

NOTE: You can also combine some or all of the other filters together: Keywords, Graph, Graph Group, Name, Type, Responsible Position, Team, Inverted, Aggregate Method, Description, Empty Description, Created At, Last Updated At, Last Data Point Updated By, Archived, Hidden and Custom Attributes.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the graph you are searching for needs to match all of them. The Any filter will return all graphs that belong to each individual filter. Click on All to switch between All / Any.

Click Graphs

Click Try our new Graphs experience

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Team

Select a single or multiple Teams

Click outside of the selection box in the View area for the filter to be applied

You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Team filter.

Click the desired option

It will display all Graphs based on your selection

NOTE: You can also combine some or all of the other filters together: Keywords, Graph, Graph Group, Name, Type, Responsible Member, Responsible Position, Inverted, Aggregate Method, Description, Empty Description, Created At, Last Updated At, Last Data Point Updated By, Archived, Hidden and Custom Attributes.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the graph you are searching for needs to match all of them. The Any filter will return all graphs that belong to each individual filter. Click on All to switch between All / Any.

Click Graphs

Click Try our new Graphs experience

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Inverted

Select among Any, True or False.

It will display all graphs based on your selection.
​NOTE: You can also combine some or all of the other filters together: Keywords, Graph, Graph Group, Name, Type, Responsible Member, Responsible Position, Team, Aggregate Method, Description, Empty Description, Created At, Last Updated At, Last Data Point Updated By, Archived, Hidden and Custom Attributes.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the graph you are searching for needs to match all of them. The Any filter will return all graphs that belong to each individual filter. Click on All to switch between All / Any.

Click Graphs

Click Try our new Graphs experience

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Aggregate Method

Select a single or multiple types

Click outside of the selection box in the View area for the filter to be applied

You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Aggregate Method filter.

Click the desired option

It will display all Graphs based on your selection.

NOTE: You can also combine some or all of the other filters together: Keywords, Graph, Graph Group, Name, Type, Responsible Member, Responsible Position, Team, Inverted, Description, Empty Description, Created At, Last Updated At, Last Data Point Updated By, Archived, Hidden and Custom Attributes.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the graph you are searching for needs to match all of them. The Any filter will return all graphs that belong to each individual filter. Click on All to switch between All / Any.

Click Graphs

Click Try our new Graphs experience

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Description

Enter the text. Click Enter.

You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Description filter.

Click the desired option

It will display all Graphs based on your selection

To see the description, click it. In the example above, the description contains "quantity" in it.

NOTE: You can also combine some or all of the other filters together: Keywords, Graph, Graph Group, Name, Type, Responsible Member, Responsible Position, Team, Inverted, Aggregate Method, Empty Description, Created At, Last Updated At, Last Data Point Updated By, Archived, Hidden and Custom Attributes.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the graph you are searching for needs to match all of them. The Any filter will return all graphs that belong to each individual filter. Click on All to switch between All / Any.

Click Graphs

Click Try our new Graphs experience

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Empty Description

Select Any, True or False.

It will display all graphs based on your selection.
​NOTE: You can also combine some or all of the other filters together: Keywords, Graph, Graph Group, Name, Type, Responsible Member, Responsible Position, Team, Inverted, Aggregate Method, Description, Created At, Last Updated At, Last Data Point Updated By, Archived, Hidden and Custom Attributes.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the graph you are searching for needs to match all of them. The Any filter will return all graphs that belong to each individual filter. Click on All to switch between All / Any.

Click Graphs

Click Try our new Graphs experience

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Created At

You can choose one of the available options

If you want to select a specific date, click Calendar and make your selection.

You can also use specific keywords for more options, such as:

You can also select a logic in which the items you are searching for are on, before or after the specified date. Click the Created At filter.

Select the desired option

It will display all Graphs based on your selection

NOTE: You can also combine some or all of the other filters together: Keywords, Graph, Graph Group, Name, Type, Responsible Member, Responsible Position, Team, Inverted, Aggregate Method, Description, Empty Description, Last Updated At, Last Data Point Updated By, Archived, Hidden and Custom Attributes.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the graph you are searching for needs to match all of them. The Any filter will return all graphs that belong to each individual filter. Click on All to switch between All / Any.

Click Graphs

Click Try our new Graphs experience

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Last Updated At

You can choose one of the available options

If you want to select a specific date, click Calendar and make your selection.

You can also use specific keywords for more options, such as:

You can also select a logic in which the items you are searching for are on, before or after the specified date. Click the Last Updated At filter.

Select the desired option

It will display all Graphs based on your selection

NOTE: You can also combine some or all of the other filters together: Keywords, Graph, Graph Group, Name, Type, Responsible Member, Team, Inverted, Aggregate Method, Description, Empty Description, Created At, Last Data Point Updated By, Archived, Hidden and Custom Attributes.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the graph you are searching for needs to match all of them. The Any filter will return all graphs that belong to each individual filter. Click on All to switch between All / Any.

Click Graphs

Click Try our new Graphs experience

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Last Data Point Updated By

Select a single or multiple members

Click outside of the selection box in the View area for the filter to be applied

You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Last Data Point Updated By filter.

Click the desired option

It will display all Graphs based on your selection

NOTE: You can also combine some or all of the other filters together: Keywords, Graph, Graph Group, Name, Type, Responsible Member, Responsible Position, Team, Inverted, Aggregate Method, Description, Empty Description, Created At, Last Updated At, Archived, Hidden and Custom Attributes.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the graph you are searching for needs to match all of them. The Any filter will return all graphs that belong to each individual filter. Click on All to switch between All / Any.

Click Graphs

Click Try our new Graphs experience

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Archived

Select True or False

It will display all graphs based on your selection.
​NOTE: You can also combine some or all of the other filters together: Keywords, Graph, Graph Group, Name, Type, Responsible Member, Responsible Position, Team, Inverted, Aggregate Method, Description, Empty Description, Created At, Last Updated At, Last Data Point Updated By, Hidden and Custom Attributes.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the graph you are searching for needs to match all of them. The Any filter will return all graphs that belong to each individual filter. Click on All to switch between All / Any.

Click Graphs

Click Try our new Graphs experience

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Hidden

Select True or False

It will display all graphs based on your selection.
​NOTE: You can also combine some or all of the other filters together: Keywords, Graph, Graph Group, Name, Type, Responsible Member, Responsible Position, Team, Inverted, Aggregate Method, Description, Empty Description, Created At, Last Updated At, Last Data Point Updated By, Archived and Custom Attributes.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the graph you are searching for needs to match all of them. The Any filter will return all graphs that belong to each individual filter. Click on All to switch between All / Any.

Click Graphs

Click Try our new Graphs experience

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select the desired Custom Attribute

NOTE: If you haven't created any Custom Attributes, you need to create them prior to using them as filters. See Custom Attribute Fields.

Select Any, True or False.

It will display all graphs based on your selection.
​NOTE: You can also combine some or all of the other filters together: Keywords, Graph, Graph Group, Name, Type, Responsible Member, Responsible Position, Team, Inverted, Aggregate Method, Description, Empty Description, Created At, Last Updated At, Last Data Point Updated By, Archived and Hidden.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the graph you are searching for needs to match all of them. The Any filter will return all graphs that belong to each individual filter. Click on All to switch between All / Any.

While in Graph Views, click the Search bar.

Type the name of the desired graph

Click on the graph

It will add to the graph to Graph Views.

NOTE: If the graph belongs to a different Organization, it will open it in a new window.

Click the Sort menu

Select the desired option:

Manual - This is set by default. With this option, you can drag-n-drop the graphs in the order you want.

Name - This will order the graphs by their name

Responsible Member - This will order the graphs by the responsible member's name

Created - This will order the graphs by the date that they were created

Updated - This will order the graphs by the date that they were updated

Customize - You can drag and drop the graphs in the desired order. Click Save when you are done.

Click Create Graph

Follow the steps in New Graph (from Basic Settings to Permissions)

Click the Auto Frequency menu

Adjust the frequency to Daily, Weekly, Monthly, etc.

Click the Any Date menu

You can select to display all values from This Month, This Quarter, This Year, Last Month, Last Quarter, Last Year.

You can also choose a custom date. Click the From field and select the desired period. You can also type the date.

Click the To field and select the desired period. You can also type the date.

You can choose one of the available options

You can also type the period or date

If you want to select a specific date, click Calendar and make your selection.

Click outside of the selection box in the View area for the filter to be applied

It will adjust the graph based on your selection

Click the Show / Hide Values button to show or hide graph values. NOTE: There are 3 possible states:

Click the Show / Hide Targets button to show or hide the target

The target will be displayed or hidden. For more info, see TIPS & TRICKS: Quotas & Targets.

Click the Show / Hide Trends button to show or hide the trend

The trend will be displayed or hidden. For more info, see Introduction to Trends.

Click the Resize All button

Select the desired size

Click Export Graphs

Click Start Export

Once the export is finished, click Download CSV. It will also be sent to you via email.

Click Print

Select the desired options and click Print

Check the Print Preview and click Print

Select the desired filters

Click Save

Choose between New View and Replace Existing View. In this example, we will create a New View.

Type the desired Name for the View

If Organization-wide view is selected, it means that this View will be shared with everyone in the Organization.

You can select more than one Owner. Owner is the one who has Edit permissions for the View.

You can select one or multiple members that you want to share this View with.

Click Save

The name of the View will be displayed. If you have more than one saved View, you can choose a different View by clicking on the grey arrow and selecting the desired View.

Click Views

You can search by View name or hashtag.
​NOTE: There are 3 types of hashtags:

Select the desired View

The hashtag is displayed for each View

Click the View

Click Share

Select the desired positions

You can allow the position to change the View

You can share the link directly to another member with copy/paste

Click Share. These positions will receive an email notification. They need to click the link in the email.

When the member clicks on Views, it will display the shared View.

Click the View

It will show the Owner's name, including the filters and graphs.

If the View is modified, click Save.

Click Replace Existing View

Select the View to be replaced. The currently modified View is selected by default.

If Organization-wide view is selected, it means that this View will be shared with everyone in the Organization.

You can remove existing Owners or add additional ones

You can share this View with other positions. They will received an email notification.

A Warning will be displayed that this change will affect everyone who can see this View

Click Save

Click the View

Click the gear icon

Click Edit

Type the desired Name for the View

If Organization-wide view is selected, it means that this View will be shared with everyone in the Organization.

You can select more than one Owner. Owner is the one who has Edit permissions for the View

You can select one or multiple members that you want to share this View with.

If you don't need the View, you can delete it.

Click Save

Click the View

Click the gear icon

Click X

A confirmation window will pop up. Click OK.

Click the desired filter

Click Remove Filter

To remove all filters at once, click the New Search button.

Click Graphs

Click Try our new Graphs experience

Click the View

Click Your Graphs. Your graphs will be displayed.

Click Graphs

Click Try our new Graphs experience

Click the View

Click Your Team's Graphs. Your Team's graphs will be displayed.

Click Graphs

Click Try our new Graphs experience

If you have more than one Organization, you can select the desired one.

Click the View

Click Growth League Graphs

The graphs will be displayed

Click Graphs

Click Try our new Graphs experience

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Created

Ensure it says "Created before"

Select Today. All graphs will be displayed.

Click Save

Type All Graphs

If Organization-wide view is selected, it means that this View will be shared with everyone in the Organization.

You can select more than one Owner. Owner is the one who has Edit permissions for the View.

You can select one or multiple members that you want to share this View with.

Click Save

The name of the View will be displayed. If you click on it, all other Views will appear.

The All Graphs View is listed among the other Views for future use.
​NOTE: With All Graphs View open, you can bookmark this page in your web browser and whenever you need to open all graphs, you can click the bookmark and it will immediately open all graphs wherever you are in the app, without the need to go to Views and open the All Graphs View. This is the fastest way of opening all graphs.

Click New View Experience

You can leave your feedback

To open the help doc on Graph Views, click Views Help.

To switch back to the classic look of the Graphs page, click Back to Classic Experience.