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This article explains how to customise appearances in the ExpressView.

Customising Appearance in ExpressView

This article explains how to format, style, sort and filter within ExpressView.

Managing Data in ExpressView

This article explains how formulas can be used to create custom data columns.

Formula Columns in ExpressView

This article describes each of the visualizations available to use within the ExpressView.

Visualisations in ExpressView

This article explains how to make, change, summarize groups within express view as well as how to hide data rows.

Grouping and Summarising Data in ExpressView

This article explains how to use data fields within express view.

Data Categories and Fields in ExpressView

This article explains how to export an express view to an advanced report or to a file.

Exporting in ExpressView

Templates - Express View

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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