Do I need to rebuild my reports?
The templates cover some reports that was available in PowerBI. Start from a template and customise only if you want to.
Can I change a template after I add it?
Yes. Templates are added straight to your dashboard and can be edited afterwards, just like a custom chart.
Can I have more than one dashboard?
Yes. Use + New dashboard to create as many as you need, **Rename** to keep them organised, and **Delete** to remove one you no longer want.
How do I edit or remove a chart I've added?
Open the (three-dot) menu in the top-right corner of any chart to edit or remove it.
How do I report on a specific date range?
Add filters under Filter by: use Written after for your start date and **Written before** for your end date. You can combine these with other filters such as Workflow status.
Can I show more than one figure in a table?
Yes. With the Table visualization, set a Measure and then use Extra columns → + Add column to add further measures as columns (for example, total mortgage value and total commission alongside number of cases).
Can I group by two things at once?
Yes. Set Group by for the first level and Then by for the second (for example, Adviser, then Lender). Leave Then by as *(none)* for a single level.