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Getting Started
Getting Started Guide
Data Sources
Introduction to Data Sources
ClubReady
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FreshBooks
Google Analytics
Mailchimp
QuickBooks Online
Salesforce
Salesloft
Stripe
Xero
Templates
Become an Insights Exchange Contributor
Become a Pro
Building Custom Metrics
Building Boards
Building Consolidations
Admin & Account Settings
Customizing My Profile
Billing and Pricing
Services and Policies
Malartu for Enterprise
Back to home
Help Center
Become a Pro
Getting Started
Getting Started Guide
Data Sources
Introduction to Data Sources
ClubReady
Facebook Ads
FreshBooks
Google Analytics
Mailchimp
QuickBooks Online
Salesforce
Salesloft
Stripe
Xero
Templates
Become an Insights Exchange Contributor
Become a Pro
Building Custom Metrics
Building Boards
Building Consolidations
Admin & Account Settings
Customizing My Profile
Billing and Pricing
Services and Policies
Malartu for Enterprise
Become a Pro
Start here if you've mastered basic board-building. Guides to getting the most out of Malartu, from advanced block options to custom metric functions.
How to clear the cache for a workspace or organization
How to request a data connection from a client
How to invite clients to Malartu
What is a shared data connection?
Building Custom Metrics
How to use the IFS function
Building Boards
How to update dates for all blocks on a dashboard
How to export a table to Excel
How to upload budget data
How do I add a new metric that's not related to an integration?
How to Copy a Block
Adding Drop Downs
What is VS Prior in table options?
What is VS Budget in table options?
Keyboard Shortcuts
How to work with basic and advanced functions in the custom metric builder
[Video] How to create and share a snapshot
How to download (or print) any dashboard as a PDF
How to share a dashboard with any user
See more
Building Consolidations
How to create and organize metric groups in a consolidation
How to build a consolidation using Malartu