• Share a report

  Access sharing (collaboration) You can share the report with your collaborators by granting them access directly in Fincome. Click the Share button, then add the people you want to collaborate with. Two permission levels are available: view only (the recipient can view the report without modifying it) or editor (the recipient can edit the report). The shared report will then appear in the “Shared with me” section of those people’s Fincome account. This is ideal for collaborating internalFew readers

• The different blocks of a report

  Report title At the top of your report, you can insert a main title. Choose the text size (heading level) based on importance. It is also possible to embellish the title with an image or a logo to personalize the report cover page. The report name (used internally) may differ from this displayed title: make sure to name the report clearly so you can find it easily. Report content A report is made up of different elements (or "blocks") that you can add with the "+" button. Liste des bFew readers

• Display mode and customization

  Menu du Custom Report en mode "page" Custom Report menu in "page" mode Page mode and scaling The page mode and the scaling options allow you to view reports in a format close to that of a PDF. This lets you, for example, adjust the size of your charts to better manage line breaks. These options are mainly suited for viewing, so we recommend staying in the defaFew readers

• Organize and edit the blocks of a report

  Organize items Each added item can be rearranged according to your needs. Using the small dots on the left of each block (drag handle), drag and drop to change the order of items in the report. This same menu also allows you to duplicate, delete, or add an item to another report. Bouton pour modifier un bloc Button to edit a block Editing added items Once your chaFew readers

• Save a chart from analytics

  Bouton "Ajouter à un rapport" Button "Add to a report" You have the option to build a report without going exclusively through the report editor. From a page Analytics, a chart that you have configured can be sent directly to a report. To do this, click the small “Add to report” button located at the top right of the analytics in question (share/report icon). Choose theFew readers

• Create a report

  Fincome reports allow you to build custom dashboards by 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 tailored to different profiles (Finance, CSM,Few readers