It makes sense that you want the most up-to-date visuals in your storyboard. Optix handles updating your visuals very well! The automatic setting is for your visuals to be automatically updated. To turn this function on or off: Click on the visual you want to adjust. In the visuals toolbar […]
How To Resize & Move My Visuals
What makes a storyboard unique is the uniqueness that goes into user creation! Optix makes sure that users have every option they need to have their own custom storyboard. A key function is adjusting your visuals. How to adjust the position of your visuals Start at the storyboard you wish […]
How To Combine Different Integrations In The Same Visual
It’s nice to see all of your KPIs with their own individual visuals, but wouldn’t it be nice to see how your Instagram likes stack up to your Twitter favorites? This article will assume that you know how to add a trend headline visual. If you do not know how […]
How To Schedule An Automatic Report Dispatch By Email
Sending a report by email or scheduling its automatic dispatch is really easy. Here is how to do it. You can either start from the storyboard manager and click on the three dots that appear when highlighting over your selected storyboard OR you can start from the view mode of […]
How To Include Latent Conversions Data In My Storyboard
These latent conversions are related to your conversion window, which is the period of time between when a customer clicks on your ad/post and when (s)he is actually converting. Here is a small example to clear things up: Let’s say your conversion window is 40 days, meaning that it takes, […]
How To Change The Period Of My Storyboard To View Historical Data
The highlight of Optix periodic reports is that you can access your historical data even if you’ve just created your dashboard! No matter the time scope you chose when creating your storyboard (daily, weekly, monthly, etc.), you have access to all historical data reported in your storyboard. You can access the […]
What Type Of Date Ranges Are Available?
Optix supports three commonly used types of Date Ranges: Standard Calendar, Flexible Dates, and Ongoing basis. Each date range is suited for its own unique storyboard type. 1.) Standard Calendar You can use the standard calendar date ranges (day, week, month, etc.) to range your data sets. The standard calendar […]
How To Change The Date Range Of A Storyboard
The best way to do so is to clone your storyboard and to modify the timeframe during the process. You will end up with the exact same storyboard, but with a different period. In the Storyboard Manager, find the dashboard you want to modify. Click on the icon menu and […]
How To Manage Your Visual and Datasource Errors
To ensure that your storyboards are always flawless, your clients always see accurate data, and that it’s easy for you to fix any errors, Optix has a handy error panel in each of your storyboards. Here is how it works Where to find your storyboard errors: If your storyboard has errors, the affected widgets will turn […]
How To Add A Password To A Storyboard (Sharing)
Your storyboard is so neat that you want to share it with all of your team members to see! But you want to play it safe when it comes to sharing. That’s where the password comes in! Here’s how to set one: 1.) Start from the Story board manager screen […]
