Updated Articles

  1. How to ask Sage a question

    Use plain English (or any other major language) like this: What percentage of millennials in New York City prefer online shopping over in-store shopping? Sage will ask clarifying questions if necessary and provide various options for th...
  2. Customizing a poll unit

    Forward compatibility We are continually improving our poll units and developing new features and capabilities. We may change the poll unit's HTML structure at any time and without notice. The customization settings described below are desi...
  3. Deleting a Dashboard

    If a dashboard is deleted, it is deleted for all users and cannot be recovered. Please ensure no one is using the dashboard before you delete it. To delete a dashboard, click on the Settings button to the right of the dashboard's name. On t...
  4. Sharing a Dashboard

    Dashboards that you create are private by default and are only accessible to you. However, any dashboard you create can be shared with other members of your account. Sharing can be done on an edit or read-only basis. Click on the Settings butto...
  5. Exporting a Dashboard

    It is very simple to export your dashboard to a PowerPoint file. Simply click the  Export  button to the right of the dashboard's title. A PowerPoint file will be generated and downloaded. Before you hit that button, though, if you've used an...
  6. Emailing a Dashboard

    Dashboards can be emailed to anyone in your account with access to the dashboard. Emails can be sent immediately or on a schedule. You can easily share results and analysis this way. Click on the Email tab under Dashboard  Settings. Usin...
  7. Creating or cloning a Dashboard

    There are three ways to create a new dashboard. Create a Blank Dashboard To create a blank dashboard, select Dashboard from the left navigation bar. Click the button in the upper right corner labeled  Create New .  ...
  8. Navigating to a Dashboard

    Click on Dashboard in the left-hand menu to get to the Dashboard page. All dashboards your account has access to are listed in the dropdown menu that's at the upper left side of any dashboard screen: ...
  9. Introduction to Dashboards

    A dashboard is a collection of user-configured dashlets , which are pieces of information or data. Users may create, configure, and share as many dashboards as they like. They may be organized by topic, project, or any other characteristic. You...
  10. Introduction to Reports

    To read, edit, or create a report, click on Reports in the left navigation pane.  You'll see the reports screen.  To find a report, enter your terms in the search field. Only the names of reports are ind...