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Visual Reports (Embedded)

Angela Lim avatar
Written by Angela Lim
Updated over a month ago

VerticalChange has the capability to view Visual Dashboards directly in the application, eliminating the need for users to maintain two separate log-ins.

When enabled, you can control what reports are brought in to the Visual Reporting module and setup permission access, to ensure that only the permitted users are able to access the report.

Visual Reports are controlled by permission set. If a user has access to view "Visual Reports", they will see a Visual Reports tab on the left-side menu.


Once they access Visual Reports, they will see a list of the available reports to view.

If your agency is currently set up to view dashboards via Visual VerticalChange and you are interested in embedding your dashboard directly into the application, please reach out to your Customer Success Manager or a member of our support team.

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