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Build Your Chart

X Axis - Drag single field here
Y Axis - Drag multiple fields here
Sort By - Drag a sort field here (Must be same as X-Axis)
Filter By: Drag multiple fields here to filter (Green shaded only allowed)

๐Ÿ“ข Manage Alerts

Create New Alert
Hold Ctrl (Windows) to select multiple.
Available Filter | Condition Fields (Green can be filtered)
๐ŸŸข Filterable โšช Condition-only
Selected Filters (Can drag Green fields only)
Drag fields here to define filter conditions...
Alert Condition (Manually type in using field names ONLY from above)
๐Ÿ”„ Evaluating Alert...
ID Name Dataset Condition Recipients IsActive Actions
Alert Condition Triggered For Read

๐Ÿ“ Activity Logs

Activity Log
Select ID FirmId UserId ActivityTime
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AI Log
Select ID FirmId UserId ReportName ActivityTime PromptText

Enter Firm ID


Firm Login


User Login



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