Create a report

• Create a report

  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, etcFew readers

The different blocks of a report

• 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) 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.Few readers

Organize and edit the blocks of a report

• Organize and edit the blocks of a report

  Organizing elements Each added element can be reorganized as needed. Using the small dots to the left of each block (drag handle), drag and drop to change the order of elements in the report. This same menu also lets you duplicate, delete, or add an element to another report. Editing added elements Once your charts or tables are inserted into the report, you can stiFew readers

Save a chart from analytics

• Save a chart from analytics

  "Add to a report" button You can build a report without going exclusively through the report editor. From an Analytics page, a chart you have configured can be sent directly to a report. To do so, click the small "Add to report" button located at the top right of the analytics in question (share/report icon). Choose the destination report (orFew readers

Display mode and customization

• Display mode and customization

  Page mode and scaling Page mode and the scaling options let you view reports in a format close to a PDF. In particular, you can adjust the size of your charts to best manage line breaks. These options are mainly suited to viewing, so we recommend staying in the default view mode to edit your reports. Customize your reportFew readers

Share a report

• Share a report

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