Hubly

Data from Insight Dashboards can be inspected in detail, allowing you to dig into the details of the work done in your hub.

Drilling Down in Insight Dashboards

Any Insight Dashboard report can be downloaded, allowing you to share data with others, prepare for a meeting, or import to another system.

How to Download Insight Dashboards Data

Insight Dashboard data can be scheduled for delivery via email, allowing anyone on your team to receive regular updates on your hub.

How to Schedule Insight Dashboard Deliveries

Alerts can notify you when a condition is met in your Insight Dashboard data; they can be a trigger to take action or investigate further.

How to Set up Alerts

Filtering Insight Dashboards allows you to focus in on the data you need to see.

How to Filter Insight Dashboards

Admin users can control which users in your hub have access to Insight Dashboards.

How to Enable Insight Dashboards for Users in Your Hub

Hubly’s Workflow Sharing feature allows you to share your firm’s best-practice workflows and processes with colleagues, peers, and friends.

How to Share Workflows and Processes In Hubly

Louis Retief

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