Create a YCharts User for Milemarker
1
Log In as Admin
Log in as an Admin to YCharts.
2
Navigate to User Management
Navigate to User Management then Team then Users then Members section.
3
Add User
Click "Add User" or "Invite User".
4
Enter Milemarker Details
Enter the following information:
First Name:Milemarker
Last Name:Org
Email:client_role@milemarker.co
Role/Permission:Standard
5
Send Invitation
Send the invitation to Milemarker.
How to Pull YCharts Data
1
Log In to YCharts
Log in to YCharts.
2
Navigate to Comp Tables
Navigate to Tools then Comp Tables.
3
Create Reports
Create any series of desired reports.
4
Export to Excel Add-In
Export to "Excel Add-In".
5
Share the File
Share the generated Excel file to client_role@milemarker.co.
Important Reminder
Please use the email client_role@milemarker.co when setting up Milemarker's user credentials.
Need Help?
If you have any questions or need additional guidance, please contact us.
connect@milemarker.co