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This article explains what data categories are and how to suppress duplicates.

Categories in Advanced Reports

This article introduces the report designer.

Report Designer in Advanced Reports

This article explains the different sort options within reports.

Sorts in Advanced Reports

This article explains the various report options within Advanced Reporting.

Report Options in Advanced Reports

This article explains how cell formatting works within Advanced Reports.

Cell Formatting in Advanced Reports

This article explains what sections are and how to use them within advanced reporting.

Sections in Advanced Reports

This article explains how to use the toolbar within advanced reports.

Using Toolbar in Advanced Reports

This article explains how to use the Design Grid within Advanced Reports and all functionality available such as adding formulae.

Design Grid in Advanced Reports

This article explains how to setup drilldowns in dashboards and reports.

Drilldowns in Advanced Reports

Templates - Advanced Reports

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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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