GUIDEcx

Self-serve business intelligence to view, edit, automate, and delegate analytics

GUIDEcx BI: Overview

Chris Haleua

Stacey Hatch

Report Navigator, Report Builder, FAQs and more!

Reports

Report Builder - Overview

Report Builder - Admin

Report Builder - Dashboards

Report Builder - Cards

Report Builder - Formulas

Report Builder - Filters

Report Builder - Sharing

Report Builder - Datasets

Advanced edit experience for self-serve layout, creation, and sharing of dashboards

Report Builder

See how your team is engaging with customers!

Customer Engagement Report

Want to know where to improve your template? Look no further!

Template Analysis Report

What is your time to value? Use this report to see how your team is trending!

Project Duration Report

The doctor called. Check this report to get an overview of all your projects and revenue - see what is early, on time, late, and on hold!

Project Health Report

Use this report to get insight on metrics from time being entered for your company!

Advanced Time Report

See how adoption is growing internally + externally

User Overview Report

Track the status of emails sent to team members.

Email Deliverability Report

A centralized dashboard for Project Managers.

Project Manager Command Center

Basic view experience for sorting, filtering, and drilling standard reports

Report Navigator

Artificial Intelligence for natural language queries and dashboard generation

Generative AI for Dashboard Creation

Artificial Intelligence for natural language query and generation to talk to your data and have it talk back with simple written answers

AI Chat for Natural Language Queries

Automated AI assistance in querying and visualizing data

Artificial Intelligence

Ask the Community

Find answers and get help from Intercom Support and Community Experts

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