> For the complete documentation index, see [llms.txt](https://help.branch.io/llms.txt).

# Branch University Shortcuts

> Jump straight to short Branch University lessons on creating links, using Analysis, dashboards, report widgets, and third-party access.

Watch, learn, done.

## Creating links

| Shortcut | Full course |
| --- | --- |
| [How to create an App Short Link and QR code](https://university.branch.io/training/019d87ba-8b35-7727-8e1a-369eff515d5e/register) | [How to create an App Short Link & QR code](https://university.branch.io/training/019a2c04-10c5-78b4-8bb7-63b1a62be0fa/register) |
| [How to create a Web Short Link and QR code](https://university.branch.io/training/019d886b-24e8-7438-a1bc-ecfe50722424/register) | [How to create a Web Short Link & QR code](https://university.branch.io/training/019a2c04-10ef-738b-aae4-2af85ca8fc9d/register) |
| [How to customize a QR code](https://university.branch.io/training/019d886b-24ff-77ca-85df-35954aed643d/register) | [How to Customize a QR code](https://university.branch.io/training/019a2c04-1117-7d76-a5df-441f66dcdfc4/register) |
| [How to customize the social media link preview](https://university.branch.io/training/019d886b-2518-729f-8135-447f6cdd9b19/register) | [How to Customize the Social Media Link Preview](https://university.branch.io/training/019a2c04-1130-7084-a791-2090b5779167/register) |
| [How to use Ivy to create a Short Link (PDF)](https://university.branch.io/training/019d8de0-7999-7948-8a14-a8f2f75a3223/register) | [Meet Ivy - Campaign Creation](https://university.branch.io/training/019c2a31-4b12-70df-9b19-a13c3b4a39bc/register) |

> **Tip**
>
> Unlock the full potential of Short Links and QR codes with [Tap, Scan, Engage: Short Links 101](https://university.branch.io/paths/019a2c1d-d18e-7f05-8213-cda177b40511), everything you need to create, test, troubleshoot, and track performance.

## Using Analysis

Shortcuts are grouped by area: dashboards, report widgets, Explore, and Ivy. Rows within each table are ordered so shortcuts from the same course sit together.

### Dashboards

| Shortcut | Full course |
| --- | --- |
| [How to create a new dashboard](https://university.branch.io/training/019d8cfc-e6d6-79ca-82e0-ea249be523da/register) | [How to Tailor Your Dashboard](https://university.branch.io/training/019a73d3-d328-7f9e-87bd-acff23da4821/register) |
| [How to copy a dashboard](https://university.branch.io/training/019d8cfc-e6e7-7178-a99b-f73dca719b17/register) | [How to Tailor Your Dashboard](https://university.branch.io/training/019a73d3-d328-7f9e-87bd-acff23da4821/register) |
| [How to add a note to a dashboard](https://university.branch.io/training/019d8cfc-e690-739c-8817-aba38310b3b5/register) | [How to Tailor Your Dashboard](https://university.branch.io/training/019a73d3-d328-7f9e-87bd-acff23da4821/register) |
| [How to add a filter to a dashboard](https://university.branch.io/training/019d8cfc-e6b5-7e38-85ab-2b3ae5455c66/register) | [How to Tailor Your Dashboard](https://university.branch.io/training/019a73d3-d328-7f9e-87bd-acff23da4821/register) |
| [How to save a filtered view of a dashboard](https://university.branch.io/training/019d8cfc-e6c6-7bd4-aa0f-6f3c5995d9c1/register) | [How to Tailor Your Dashboard](https://university.branch.io/training/019a73d3-d328-7f9e-87bd-acff23da4821/register) |
| [How to resize and organize report widgets](https://university.branch.io/training/019d8cfc-e6a1-701b-92a2-c0cc9aa6dee5/register) | [How to Tailor Your Dashboard](https://university.branch.io/training/019a73d3-d328-7f9e-87bd-acff23da4821/register) |
| [How to filter a dashboard](https://university.branch.io/training/019d886b-252d-7e4b-8d02-0a45a221abbc/register) | [How are Channels Performing?](https://university.branch.io/training/019a73d3-d341-7f52-8729-ea92323a5768/register) |
| [How to share a dashboard](https://university.branch.io/training/019d886b-2540-7cfa-bb47-90d6316e7f19/register) | [Broadcasting Insights](https://university.branch.io/training/019a6f2a-9799-7bf5-8f30-fc0df8f46c0f/register) |
| [How to present a dashboard](https://university.branch.io/training/019d886b-2555-7a46-8e8b-8ab9f3dde66f/register) | [Broadcasting Insights](https://university.branch.io/training/019a6f2a-9799-7bf5-8f30-fc0df8f46c0f/register) |
| [How to download a dashboard as a PDF](https://university.branch.io/training/019d886b-2598-71cb-abaf-17f7439bfaa1/register) | [Broadcasting Insights](https://university.branch.io/training/019a6f2a-9799-7bf5-8f30-fc0df8f46c0f/register) |
| [How to track your Short Links](https://university.branch.io/training/019d8e44-178a-72ec-8bd9-15ac32e2a402/register) | [Tracking Your Short Links](https://university.branch.io/training/019a6f38-6434-7984-ae09-05044342c632/register) |

### Report widgets

| Shortcut | Full course |
| --- | --- |
| [How to create a new report widget](https://university.branch.io/training/019d8cfc-e67e-7901-b185-d19c3b04cb57/register) | [How to Tailor Your Report Widget: Starting from Scratch](https://university.branch.io/training/019a73d3-d30f-7b5f-8b29-fad86aad5de6/register) |
| [How to build a report from scratch](https://university.branch.io/training/019d8cfc-e70b-7616-aad5-c2cd6dc0e941/register) | [How to Tailor Your Report Widget: Starting from Scratch](https://university.branch.io/training/019a73d3-d30f-7b5f-8b29-fad86aad5de6/register) |
| [How to edit a report](https://university.branch.io/training/019d886b-256c-77f4-81d7-f1be6364d2a0/register) | [How to Tailor Your Reports: Edit vs. Explore](https://university.branch.io/training/019a6fd7-8c3c-7555-81fc-24d48fb9bf2d/register) |
| [How to customize a report widget visualization](https://university.branch.io/training/019d8cfc-e6f9-71b1-96dd-1ff6114591a3/register) | [How to Tailor Your Report Widget: Customizing Visualizations](https://university.branch.io/training/019a6fdc-624c-73a2-bb29-da78c02ea703/register) |
| [How to pin a report to a dashboard](https://university.branch.io/training/019d8cfc-e66a-7d0a-8620-6b38d38c128b/register) | [How to Pin Report Widgets to a Dashboard](https://university.branch.io/training/019a6fad-a9d1-7e28-aa48-63e496ac5c0d/register) |
| [How to present a report widget](https://university.branch.io/training/019d8e44-17a2-7a6a-a544-93741e64b69e/register) | [Broadcasting Insights](https://university.branch.io/training/019a6f2a-9799-7bf5-8f30-fc0df8f46c0f/register) |
| [How to download a report widget](https://university.branch.io/training/019d886b-2582-71e5-8afe-a5d42e7176f5/register) | [Broadcasting Insights](https://university.branch.io/training/019a6f2a-9799-7bf5-8f30-fc0df8f46c0f/register) |

### Exploring report widgets

| Shortcut | Full course |
| --- | --- |
| [How to filter in a Report Widget Explore](https://university.branch.io/training/019d886b-25ac-74bf-be33-031614b1f041/register) | [How to Explore Your Report Widget](https://university.branch.io/training/019a6fce-0abd-7ce4-8c7d-3d634c28225c/register) |
| [How to add in a Report Widget Explore](https://university.branch.io/training/019d886b-25be-770b-a9cc-1e700101dc65/register) | [How to Explore Your Report Widget](https://university.branch.io/training/019a6fce-0abd-7ce4-8c7d-3d634c28225c/register) |
| [How to replace in a Report Widget Explore](https://university.branch.io/training/019d886b-25d1-77a2-ba6f-44967a119a50/register) | [How to Explore Your Report Widget](https://university.branch.io/training/019a6fce-0abd-7ce4-8c7d-3d634c28225c/register) |
| [How to compare in a Report Widget Explore](https://university.branch.io/training/019d886b-25e8-7e9e-8b99-2442acdcea54/register) | [How to Explore Your Report Widget](https://university.branch.io/training/019a6fce-0abd-7ce4-8c7d-3d634c28225c/register) |

## Let Ivy help

| Shortcut | Full course |
| --- | --- |
| [How to use Ivy for analysis (PDF)](https://university.branch.io/training/019d8de0-79af-7144-8618-62e211fcaa3c/register) | [Ask Ivy for Smarter Decisions](https://university.branch.io/training/019c2f69-923e-7369-afdf-6307d343d6b0/register) |
| [How to use Ivy to create a Short Link (PDF)](https://university.branch.io/training/019d8de0-7999-7948-8a14-a8f2f75a3223/register) | [Meet Ivy - Campaign Creation](https://university.branch.io/training/019c2a31-4b12-70df-9b19-a13c3b4a39bc/register) |

> **Tip**
>
> Turn data into action with [Analysis to Insights with Ivy](https://university.branch.io/paths/019a6f2b-8edd-7b3d-9786-a3209978f6c4), master performance, attribution, and tracking, then turn insights into stories that drive smarter decisions.

## Third-party account

Shortcuts are grouped in two sets: managing partner access to your apps, and setting up and using a third-party account.

### Manage your third-party partners

| Shortcut | Full course |
| --- | --- |
| [How third-party access works](https://university.branch.io/resources/01a145fe-2e24-7483-a309-b2eb7907448f) | [How Third-Party Access Works](https://university.branch.io/collections/third-party-management/training/01a1459e-0981-72d5-83bf-80275cea2d66/register) |
| [How to connect a third party and set access](https://university.branch.io/resources/01a145fe-2e39-78ac-9134-92d721996282) | [Connect a Third Party and Set the Access Level](https://university.branch.io/collections/third-party-management/training/01a1459e-0992-7fe2-af87-73607b0d95e7/register) |
| [How to restrict third-party data access](https://university.branch.io/resources/01a145fe-2e46-787a-ac61-4ef68e3b1760) | [Restrict What Data a Third Party Can See](https://university.branch.io/collections/third-party-management/training/01a1459e-099f-74fb-878b-7e1663ad3c11/register) |
| [How to disable partner access](https://university.branch.io/resources/01a145fe-2e53-7de5-bd6c-1420c9465d42) | [Disable Access When a Partnership Ends](https://university.branch.io/collections/third-party-management/training/01a1459e-09ac-73d9-bac8-8bee61430d77/register) |

### Partner Up: Branch Access Essentials

| Shortcut | Full course |
| --- | --- |
| [How to create your third-party account](https://university.branch.io/resources/01a14608-9089-74c2-a60d-df94514972de) | [Accept Your Invitation and Create Your Account](https://university.branch.io/collections/third-party-management/training/01a145cd-184c-7363-88a7-f5716fa313bf/register) |
| [How to add teammates to apps](https://university.branch.io/resources/01a14608-909d-7b31-9988-6a12fdbca0ef) | [Add Teammates and Assign Them to Apps](https://university.branch.io/collections/third-party-management/training/01a145cd-185f-7382-b1f1-a4785a09f1e3/register) |
| [How to access a client's app](https://university.branch.io/resources/01a14608-90ab-7072-b788-5ac64286f3d9) | [Work Inside a Client's App](https://university.branch.io/collections/third-party-management/training/01a145cd-186c-7072-bf28-28f039c6e9ff/register) |
| [How to remove a teammate's app access](https://university.branch.io/resources/01a14608-90b8-7aa3-b0fd-367e87c606a5) | [Remove a Teammate's Access](https://university.branch.io/collections/third-party-management/training/01a145dc-8917-7490-a1da-c6bb42a88a3c/register) |

> **Tip**
>
> For step-by-step setup in Branch, see [Third Party Overview](https://help.branch.io/marketer-hub/third-party-overview.md).