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Klips
Learn how to build charts and other visualizations to present and track your data in Klips on a dashboard.
Introduction to Klips
Accessing Help Resources
Administering your Klips Account
- Introduction to Klips account administration
- Klips: Supported web browsers, mobile operating systems, and devices
- Klips: Legal and security policies
- Klips: Sign-in options and multi-factor authentication (MFA)
- Klips: Setting up an IP address range in Klipfolio
- Klips: Ad and pop-up blocker recommendations
Plans, Pricing, and Payment
Klipfolio Klips API
Klipfolio for Partners
- What are Parent and Client accounts?
- How do I set up client accounts and dashboards?
- How do I manage my clients?
- Introduction to Client Account Status settings
- How do I import dashboards, Klips, and data sources into client accounts?
- How do I give Partner account users access to client accounts?
Managing Users, Groups, Roles, and Permissions
- Klips: Adding users
- Klips: Checklist for adding new users
- Klips: Where do I find details for users?
- Klips: Deleting users
- Klips: Creating groups
- Klips: User roles and access permissions (legacy)
Connecting to your Data
- Klips: Guide to REST API data sources
- Klips: REST/URL connector / data source error messages
- Klips: About JSON and XML data sources
- Klips - Creating data sources: Why doesn't the preview display all of my data?
- Guide to working with Zapier
- Klips: Introduction to authentication
Managing, Building, and Editing Klips
- Overview: Working with Klips
- Where can I find details for each of my Klips?
- Klip versus component
- How do I choose the right components when building Klips?
- The Klip Editor
- Build-A-Klip tutorial (+videos)
Managing, Refreshing, and Modelling Data Sources
- Klips: Introduction to data sources
- Klips: Introduction to managing data sources
- Klips: Sharing data sources
- Klips: Manually updating data sources for local uploaded files
- Klips: Managing your data source size
- What is the maximum file size for a Klips data source?
Creating Charts and Other Data Visualizations
- Introduction to components
- Introduction to the component tree
- How to build Bar/Line Chart components
- How to build Pie Chart components
- How to build Gauge components
- How to build Funnel Chart components
Managing Klip Dashboards
- Introduction to building Klip dashboards
- Where are my Klip dashboard details?
- Klip dashboard design considerations
- Interacting with Klip dashboards on your smartphone
- Deleting a Klip, dashboard, or data source
- Changing your Klip dashboard logo
Displaying a Klip Dashboard on a Large Screen
- What do I need to know about displaying Klips dashboards on a large screen?
- Best Practices for Large Screen Dashboard Display
- How do I display a dashboard as a slideshow?
- Options for launching Klipfolio
- Using Rise Vision to display your Klipfolio dashboard on big screen TVs or digital wallboards
- Using Airtame to display your key metrics on a big screen
Sharing Klips and Klip Dashboards
- Sharing in Klips - Permissions and access FAQs
- Sharing Klip dashboards
- Sharing default dashboards with groups
- How do I share my Klip dashboards using published links?
- Sharing Klip dashboards: Published link vs in-app options
- Emailing a snapshot of a dashboard and its Klips
Using Pre-built Klips
Pre-built Visualizations: Klip Gallery
- Klip Gallery: Google Analytics 4
- Klip Gallery: Google Search Console
- Klip Gallery: Mailchimp
- Klip Gallery: HubSpot
- Klip Gallery: Facebook
- Klip Gallery: Facebook Ads
Klips FAQs
- Klips: Why do I see 'connected (waiting for provisioning)' on my dashboard?
- Klips: How do I use Date/Time formats?
- How do I choose the right components when building Klips?
- Klips: How do I handle data sources with multiple pages?
- What are the best practices for displaying Klip dashboards on a large screen?
- What are the best practices for creating PDF snapshots of Klips and Klip dashboards?