PerfectApps™ Help Guide

Reports Dashboard Overview

(3 min)

Almost all of the management options for reports are initiated from the Reports Dashboard. Watch this tutorial to see an overview of the Reports Dashboard before watching the more detailed tutorials

Importing a New Report

(3 min)

This tutorial video shows how to import a new report into your PerfectApps account.

Exporting a Report

(2 min)

Demonstrates how to export a report from PerfectApps for transfer to another system or backup.

Importing an Existing Report

(2 min)

This tutorial video shows how to import a report as a new version of an existing report in your PerfectApps account.

Publishing a Report

(3 min)

Once your report is ready to use or ready to test, you will need to publish it. Watch this tutorial to see how this is done.

Sharing a Report

(3 min)

If you want to allow other designers to help with your report you can share it and apply certain permissions to restrict what they can do.

Transferring Ownership of a Report

(2 min)

The owner of a report has specific privileges such as deleting, sharing, and un-sharing the report. Those privileges can be transferred to another user. Watch this tutorial to see how that is done.

Deleting a Report

(2 min)

Reports can be deleted by the report owner. Learn how to do this by watching this tutorial video.