{"id":84591,"date":"2026-10-15T12:51:37","date_gmt":"2026-10-15T15:51:37","guid":{"rendered":"https:\/\/reportei.com\/central-de-ajuda\/tutoriales-primeros-pasos-en-reportei\/"},"modified":"2026-10-15T13:23:13","modified_gmt":"2026-10-15T16:23:13","slug":"tutoriales-primeros-pasos-en-reportei","status":"publish","type":"pauple_helpie","link":"https:\/\/reportei.com\/es\/central-de-ajuda\/tutoriales-primeros-pasos-en-reportei\/","title":{"rendered":"Tutoriales: primeros pasos en Reportei"},"content":{"rendered":"\n

Aqu\u00ed encontrar\u00e1s v\u00eddeos paso a paso, desde crear una cuenta y generar tu primer informe hasta personalizar dashboards y utilizar la L\u00ednea de Tiempo, las automatizaciones y el Control de indicadores. Los v\u00eddeos originales est\u00e1n en portugu\u00e9s; el \u00edndice est\u00e1 traducido para ayudarte a localizar cada tema.<\/p>\n\n\n\n

Haz clic en el \u00edndice para ir directamente al tema que necesites:
<\/strong>
1. Tutorial completo: del registro al primer informe<\/strong><\/a>
2. Informes: recorrido por las opciones de personalizaci\u00f3n<\/strong><\/a>
2.1 Recorrido r\u00e1pido por las principales opciones de personalizaci\u00f3n<\/a><\/strong>
2.2 Consejos de uso<\/a><\/strong>
3. Vista general de la p\u00e1gina Mis proyectos<\/strong><\/a>
3.1 Consejos de uso<\/a><\/strong>
4. Dashboards: conoce esta funci\u00f3n<\/strong><\/a>
5. Conoce la L\u00ednea de Tiempo<\/strong><\/a>
6. C\u00f3mo crear automatizaciones<\/strong><\/a>
7. Reportei Control: c\u00f3mo crear un objetivo<\/strong><\/a>
7.1 Reportei Control: seguimiento de indicadores<\/a><\/strong><\/p>\n\n\n\n

1. Tutorial completo: del registro al primer informe<\/span><\/h2>\n\n\n\n
<\/p>\n\n\n
<\/iframe><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-\"><span id=\"helpie-sp-2\"> <\/span><\/h2>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-2-relat-rios-tudo-que-voc-precisa-saber\"><span id=\"helpie-sp-3\">2. Informes: todo lo que necesitas saber<\/span><\/h2>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-tour-sobre-customiza-o\"><span id=\"helpie-sp-4\">Recorrido por las opciones de personalizaci\u00f3n:<\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"> <\/p>\n\n\n<p><iframe title=\"RELAT\u00d3RIO E DASHBOARD REPORTEI | CONHE\u00c7A TODOS OS DETALHES\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/BG8P0bHZKx8?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n\n\n\n<h6 class=\"wp-block-heading\" id=\"h--1\"><span id=\"helpie-sp-4-1\"> <\/span><\/h6>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-2-1-tour-r-pida-com-as-principais-customiza-es\"><span id=\"helpie-sp-4-2\"><strong>2.1 Recorrido r\u00e1pido por las principales opciones de personalizaci\u00f3n:<\/strong><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\"> <\/p>\n\n\n<p><iframe title=\"RELAT\u00d3RIO REPORTEI | COMO CUSTOMIZAR SEUS RELAT\u00d3RIOS\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/raOE6R88yZM?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h--2\"><span id=\"helpie-sp-4-3\"> <\/span><\/h4>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-2-2-dicas-de-usabilidade\"><span id=\"helpie-sp-4-4\"><strong>2.2 Consejos de uso:<\/strong><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\"> <\/p>\n\n\n<p><iframe title=\"DICAS DE AGILIDADE PARA USAR O REPORTEI | PARTE 1\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/S9Xv383gZKQ?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h--3\"><span id=\"helpie-sp-5\"> <\/span><\/h2>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-3-vis-o-geral-da-p-gina-meus-projetos\"><span id=\"helpie-sp-6\">3. Vista general de la p\u00e1gina Mis proyectos:<\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"> <\/p>\n\n\n<p><iframe title=\"INTERFACE DE PROJETOS NO REPORTEI\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/wfvgT-C04yE?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n\n\n\n<h6 class=\"wp-block-heading\" id=\"h--4\"><span id=\"helpie-sp-6-1\"> <\/span><\/h6>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-3-1-dicas-de-usabilidade\"><span id=\"helpie-sp-6-2\"><strong>3.1 Consejos de uso:<\/strong><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\"> <\/p>\n\n\n<p><iframe title=\"DICAS DE AGILIDADE PARA USAR O REPORTEI| PARTE 2\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/69pFNZ8NsX8?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h--5\"><span id=\"helpie-sp-7\"> <\/span><\/h2>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-4-dashboard-conhe-a-melhor-essa-funcionalidade\"><span id=\"helpie-sp-8\">4. Dashboards: conoce esta funci\u00f3n<\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"> <\/p>\n\n\n<p><iframe title=\"DASHBOARD REPORTEI | SAIBA COMO USAR\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/ThBoVRqP21U?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h--6\"><span id=\"helpie-sp-9\"> <\/span><\/h2>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-5-conhecendo-a-linha-do-tempo\"><span id=\"helpie-sp-10\">5. Conoce la L\u00ednea de Tiempo:<\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"> <\/p>\n\n\n<p><iframe title=\"LINHA DO TEMPO REPORTEI | SAIBA COMO USAR\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/BO5QAYC6S2w?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h--7\"><span id=\"helpie-sp-11\"> <\/span><\/h2>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-6-como-criar-automa-es\"><span id=\"helpie-sp-12\">6. C\u00f3mo crear automatizaciones:<\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"> <\/p>\n\n\n<p><iframe title=\"AUTOMA\u00c7\u00d5ES DE RELAT\u00d3RIOS | SAIBA COMO USAR\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/-dN4ajhnBf8?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h--8\"><span id=\"helpie-sp-13\"> <\/span><\/h2>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-7-reportei-controle-como-criar-uma-meta\"><span id=\"helpie-sp-14\">7. Reportei Control: c\u00f3mo crear un objetivo<\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"> <\/p>\n\n\n<p><iframe title=\"REPORTEI CONTROLE | VOC\u00ca NO CONTROLE DOS SEUS RESULTADOS | NOVA FUNCIONALIDADE\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/UqpYfe_9yWY?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h--9\"><span id=\"helpie-sp-14-1\"> <\/span><\/h4>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-7-1-reportei-controle-monitorando-os-indicadores\"><span id=\"helpie-sp-14-2\">7.1 Reportei Control: seguimiento de indicadores<\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\"> <\/p>\n\n\n<p><iframe title=\"MONITORANDO SEUS INDICADORES COM O REPORTEI CONTROLE\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/QEkO7uXgjk4?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"> <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Si tienes alguna pregunta, ponte en contacto con nuestro equipo de soporte.<\/em>\u00a0=)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Aqu\u00ed encontrar\u00e1s v\u00eddeos paso a paso, desde crear una cuenta y generar tu primer informe hasta personalizar dashboards y utilizar la L\u00ednea de Tiempo, las automatizaciones y el Control de indicadores. Los v\u00eddeos originales est\u00e1n en portugu\u00e9s; el \u00edndice est\u00e1 traducido para ayudarte a localizar cada tema. Haz clic en el \u00edndice para ir directamente […]<\/p>\n","protected":false},"author":5,"featured_media":0,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"helpdesk_category":[1119],"helpie_tag":[],"helpie_add_tag":[],"helpie_up_tag":[],"class_list":["post-84591","pauple_helpie","type-pauple_helpie","status-publish","format-standard","hentry","helpdesk_category-comenzar"],"_links":{"self":[{"href":"https:\/\/reportei.com\/es\/wp-json\/wp\/v2\/pauple_helpie\/84591","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/reportei.com\/es\/wp-json\/wp\/v2\/pauple_helpie"}],"about":[{"href":"https:\/\/reportei.com\/es\/wp-json\/wp\/v2\/types\/pauple_helpie"}],"author":[{"embeddable":true,"href":"https:\/\/reportei.com\/es\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/reportei.com\/es\/wp-json\/wp\/v2\/comments?post=84591"}],"version-history":[{"count":3,"href":"https:\/\/reportei.com\/es\/wp-json\/wp\/v2\/pauple_helpie\/84591\/revisions"}],"predecessor-version":[{"id":84899,"href":"https:\/\/reportei.com\/es\/wp-json\/wp\/v2\/pauple_helpie\/84591\/revisions\/84899"}],"wp:attachment":[{"href":"https:\/\/reportei.com\/es\/wp-json\/wp\/v2\/media?parent=84591"}],"wp:term":[{"taxonomy":"helpdesk_category","embeddable":true,"href":"https:\/\/reportei.com\/es\/wp-json\/wp\/v2\/helpdesk_category?post=84591"},{"taxonomy":"helpie_tag","embeddable":true,"href":"https:\/\/reportei.com\/es\/wp-json\/wp\/v2\/helpie_tag?post=84591"},{"taxonomy":"helpie_add_tag","embeddable":true,"href":"https:\/\/reportei.com\/es\/wp-json\/wp\/v2\/helpie_add_tag?post=84591"},{"taxonomy":"helpie_up_tag","embeddable":true,"href":"https:\/\/reportei.com\/es\/wp-json\/wp\/v2\/helpie_up_tag?post=84591"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}