❓ Did you know?❓Every data entered into the software will have a graph representing its history by default. To see it, go to the “Summary” tab, in the “Data” section.
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The “Reports” tab lets you create more precise graphs, and compare data with each other or with different customers. |
Boards, graphs, and data
Boards
A board contains one or more graphics. Once created, it can be selected or modified from any client or group folder.
All the graphs it contains will therefore be displayed, but with the data corresponding to the selected client/group.
Creating a board
click on the “Contacts” tab.
Choose the customer or group for which you wish to create a graph*.
Click on the “Reports” tab.
Click on “+ Create a board”.
A new window will appear, allowing you to name the board, add keywords and determine its level of visibility.
Once the board has been created, you can add graphics.
*The board will be visible from other customers' folders too, but the data contained in the graph will be those of the customer folder you're in. |
Editing or deleting a board
First click on “Edit”.
You will then have the option of deleting it or adding graphs to it.
⚠️ Visibility
 Only the creator of the graph can modify or delete it. So if someone else in the company has created a graph and included the company in its visibility, you'll need to contact them to modify it. |
Where to find boards.
Boards will appear in the drop-down list at the top right of your page. This allows you to switch from one board to another in order to display the graphics specific to that board.
💡 The star allows you to choose which graph you want to appear by default for this customer or group. |
Keywords
These keywords will be used to automatically display the graph that best matches the customer's objective.
For example, if the keywords are “lose” and “weight”, the board will be displayed automatically when a customer has “Lose 10 kilos” or “Weight loss” as their objective.
Add graphics to a board
Choose an existing graph* or create a new one.
Click on “edit” if you've selected an existing graph.
Click on “Add a graph”.
A window will open displaying all the graphs available by default. Browse the various categories in the list on the left and choose the graph you want to display in the board.
Graph order and size
Click on “edit” if you have selected an existing graph.
Once you've added your graphics to your board, you can “drag & drop” them to the desired location.
You can also resize graphs by moving the indicator that appears at the bottom right of each graph.
Share a graph or data with your customer
Sharing data
You can share access to data with your customers.
As data automatically creates a graph showing its history, this is a simple way of making it visible to the customer.
To find out more about data sharing, click here.
Here's an example of what the customer will be able to see:
This makes the creation and sharing of customized graphs particularly useful for:
graph comparing multiple data sets, or custom graph.
Graphs for specific time periods.
Sharing a graph
The graphs in the “Reports” section can also be shared with your customers.
To do so, click on “Actions” at the top right of the graph and choose the desired option:
Share with client: Share the graph with your customer via the mobile application.
Image: Download the graphic in .PNG format.
Advanced functions
Create a customized graphic
Graphs allow you to display data for a specific period.
Creating customized graphs allows you to:
Display data not included in the default choices.
Compare several data items in the same graph.
Compare data over time.
Compare specific elements (e.g. a particular activity).
And much more.
In steps:
Create a new board or choose a pre-existing one in which you want to add a graph.
Click on “Edit”, then on “+ Add graph”.
A window will open displaying all available graph.
To create a custom graph, click on “Create a custom graph”.
You will then have 4 steps to follow:
Step 1: Enter the graph title and choose one or more data.
💡 You can click several times on a data item to compare from one week to the next, or to use certain filters. |
Step 2: Choose the type of graph you require.
Step 3: If you wish to group the data in any way, you can do so here.
Step 4: You'll be able to customize the graph (change the title of the data, put different colors or styles on the lines, etc.).
Compare data from several customers
From within a group, you can compare data for one or more customers at a time.
You can click on each person's photo to select them individually.
You can also click on “Compare all” to select everyone.
Example graph
You can filter graphs to see how long a customer takes to complete certain activities.
In this example, we're talking about trail running and CrossFit.
To do this, choose to “filter data related to an event type”.
By checking the box, you'll only see the results of events achieved by the customer. Otherwise, you'll also see the results of activities planned by the professional (but not completed by the customer). |
Assistance
There are almost infinite combinations of data that can be compared. If you can't find what you're looking for, don't hesitate to ask one of our Hexperts for help.