Account Setup Checklist

Getting started with Polar is easy - follow the simple steps below to setup your account.

Abby Garland avatar
Written by Abby Garland
Updated over a week ago

Welcome to Polar Analytics! πŸŽ‰ We're thrilled to have you onboard.

We've put together a few simple steps for you to get started with Polar Analytics. Take a look at the checklist below to get started.

Before you begin, you'll need to ensure that you have all the necessary permissions for your data sources. Once you have the right permissions, you're ready to get started!


πŸ› οΈ Account Setup:

Connecting your data sources should take 2-3 minutes.

βš™οΈ Customize Settings:

Customizing your data settings is optional, and should only take 1-2 minutes.

Step 4: (Optional) Invite Users

Step 5: (Optional) Accounts Settings & Formatting

Step 6: (Optional) Data Settings

πŸ”† Personalize the Platform:

Once your data has loaded, personalize the platform to best fit your needs!

Step 7: Customize your Key Indicators dashboard

Step 8: Create Views

Step 9: Create Schedules for automated reports

Step 10: Create Custom Reports & Alerts (Paid plans only)

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