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This article introduces the Report Wizard and explains what Express Reports are.

Report Wizard

This article explains naming within the report wizard.

Name in Report Wizard

This article explains what data categories are within the Report Wizard.

Categories in Report Wizard

This article explains the different sorts that can be used within the report wizard.

Sorts in Report Wizard

This article explains options within the report wizard and how to convert a express report to an advanced report.

Options in Report Wizard

Templates - Report Wizard

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

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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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