Report title

At the top of your report, you can insert a main title. Choose the text size (heading level) according to its importance. It is also possible to enhance the title with an image or a logo to customize the report's cover page. The report name (used internally) can differ from this displayed title: remember to name the report clearly so you can find it easily.

Content of a report

A report is made up of different elements (or "blocks") that you can add with the "+" button.

Add a "Chart"

Insert an interactive chart (line, bar, etc.) based on your SaaS metrics. You must choose from all the metrics available in Fincome's Analytics tab. You can configure the displayed metric, the analysis period, and the type of visual.

When editing a chart in the report, several presentation options are available. For example, you can set the y-axis scale to dynamic (auto-adjusted to the data) or include zero to standardize the scale. You can also display data labels (numeric values directly on the chart) for easier reading, or adjust the chart size (M, L, XL) to optimize the report's layout.

Add a "KPI"

Display an important numeric indicator (for example current MRR, growth rate, churn...). This block highlights a key figure, optionally with a comparison to a previous period.

Add a "Table"

Present a detailed data table (list of subscriptions, customers, transactions, etc.) to provide more context or numeric details.

"Text" or "Annotation"

Add a text box for your analyses, comments, or qualitative explanations. The text can be formatted (bold, italics, lists...) to provide context to the numbers. The difference between "Text" and "Annotation" is that they are respectively on a transparent background or a grayed background to highlight the written message.

Add an "Image"

Embed an image, a diagram, or a logo directly in the report. This can be used to illustrate a point, add information from another medium via a screenshot, or customize the presentation.

Updated on: 03/07/2026