Articles on: Getting Started

Assisty Helpdesk Master Guide: Your Comprehensive Resource for Using Assisty

Welcome to Assisty! This section will help you get started with Assisty and provide an overview of its key features. Whether you're a new user or need a refresher, this guide will walk you through the initial steps to ensure a smooth onboarding process.

Signing Up: Visit the Shopify App Store and search for "Assisty". Click on the Assisty app listing, and then click the "Add app" or "Get" button to install the app to your Shopify store. Follow the prompts to authorize the installation and grant necessary permissions.

Exploring the Report Library: Assisty provides a comprehensive report library with pre-built reports covering various aspects of your business, such as sales, inventory, vendors, and customers. Take some time to explore the available reports and understand their purpose and metrics.

Customizing Reports: While the pre-built reports offer valuable insights, you may have specific requirements or need to focus on specific metrics. Assisty allows you to customize reports by adding or removing columns, adjusting filters, and selecting different time ranges. Learn how to customize reports in the Customizing Reports section.

Creating Dashboards: Dashboards are a powerful tool to visualize and monitor your business data. Assisty offers pre-built dashboards and the ability to create custom dashboards. Explore the Dashboards section to learn how to create and customize dashboards to suit your specific needs.

Data Export: If you need to export data for further analysis or reporting purposes, Assisty provides various options for exporting data in formats such as CSV, Excel, PDF, and Google Spreadsheet. Learn how to export data from reports and dashboards in the Data Export section.

Scheduling Reports: Schedule automated data exports and receive them via email, Slack, or Google Spreadsheet. Learn how to set up scheduled reports in the Scheduling Reports section.

Best Practices: Discover best practices and tips for maximizing the value of Assisty. Learn how to optimize your reporting and dashboard setup for actionable insights in the Best Practices section.

User Management: If you want to grant access to Assisty for other users in your organization, you can utilize the user management feature. This allows you to add new users, set their permissions, and control access to reports and dashboards. Refer to the User Management section for detailed instructions.

Troubleshooting: In case you encounter any issues or have questions about using Assisty, refer to the Troubleshooting section for helpful tips and solutions.

By following these steps and exploring the different features of Assisty, you'll be able to leverage its capabilities to gain valuable insights into your business and make informed decisions. If you have any questions or need further assistance, our support team is always ready to help.

Happy exploring with Assisty!

Updated on: 10/07/2023

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