Free Help Wednesdays: Domo/Periscope + Filevine
In this Free Help replay, self-proclaimed data nerd and Domo/Periscope expert Colby walked through the technical setup of Domo and Periscope for data visualization within Filevine. He showed a step-by-step walkthrough of how to establish an AWS S3 bucket to serve as a data intermediary, how to configure a Filevine report for export, and how to connect that data source into Domo. He also offered some tips for dashboard management, including how to replace template "dummy" data with live firm data, using page-level filters, and setting up personalized data permissions (PDP) for specific users.
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