Core Subscription
Restricted User
Now that you've been given access to your Brightmetrics account, this guide will walk you through what you may see when you log in and how you can interact with the data from the dashboard perspective.
When you log in, you land on the dashboard page. Any dashboards shared with you will be listed along the top. If no dashboards are displayed, none have been shared with you yet.
On each dashboard, the charts are interactive. You can focus on specific items using the legend, zoom in on dates, and see time synching between time series charts.
To download an individual chart, click the three dots in the upper right of the chart and select the format you'd like.
You can drill through a chart to see the underlying data by clicking the magnifying glass in the upper right corner. This lets you see the data in table format, add additional fields or values, and rearrange the data into a different layout.
To apply additional filters, click the three dots to the right of any dimension and select Add Filter.
Filters appear at the top of the table. Those in blue are editable by clicking on them. Those in gray have been locked by the creator of the dashboard and cannot be edited.
When reviewing summary data, click the green + icon to the left of a row to drill in and see another layer of detail.
Once you click the green + icon, each row becomes a call record with much more information available. From this view you can:
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Add additional filters to the data. -
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Change any of the existing filters in blue. -
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Apply additional sorting options. -
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Click on each call record to open the Cradle-to-Grave view. -
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View additional details and parties on the call in the Cradle-to-Grave view. -
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Export the Cradle-to-Grave view to a PDF.
If you need assistance while in Brightmetrics, click the question mark icon at the top of your screen to access our Help section. This page provides additional training resources and an option to contact our Support team.
Want to see how to adjust and drill through reports shared with you? Check out our article on reports here.
Questions or feedback? Email us at support@brightmetrics.com.