Fincome reports let you build custom dashboards combining charts, indicators, and comments to analyze your SaaS data and share it easily. To create a new report, you have three methods to choose from: duplicate an existing report, use a predefined template, or start from a blank page.

Creating the report

Fincome offers three ways to create a report depending on your needs.

Use a predefined template

Fincome provides report templates suited to different profiles (Finance, CSM, Sales, etc.). Select the persona matching your need as well as the desired time period from the available options. A preconfigured report will then be created with charts and indicators typical of that profile. Note: You can of course modify all the elements afterwards (analysis periods, chart configuration, adding/removing elements, title, report name, etc.).

Start with a blank report

You can also create a completely empty report in order to build it from scratch as you wish. This empty template lets you manually add each element and fully customize the layout and content.

Duplicate an existing report

You can create a new report by duplicating an existing one. It can be one of your own reports or any report you have access to (even read-only). Duplication reproduces the structure and content of the original report, which you can then modify as you wish.

To duplicate an existing report, go to the report you want to duplicate. Then, in the menu to the right of the report name, select duplicate the report.

Use case example

Nodalview, a Belgian scale-up specializing in real estate tour solutions, uses Fincome's custom reports to closely monitor its revenue indicators. Thanks to these reports, the team can share clear dashboards with the board and structure its monthly financial reviews. The result: easier alignment between the Finance and Product teams, with strategic decisions backed by reliable data accessible to everyone.

Read the full story: SaaS financial management at Nodalview

Updated on: 03/07/2026