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 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: be sure to name the report clearly so you can find it easily.
Report content
A report is composed 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 offered in the Analytics tab of Fincome. You can configure the displayed metric, the analysis period and the type of visualization.
When editing a chart in the report, several presentation options are available. For example, you can set the scale of the y-axis 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 layout.
Add a "KPI"
Display an important numeric indicator (for example current MRR, growth rate, churn...). This block highlights a key figure with an optional 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 detail.
"Text" or "Annotation"
Add a text box for your analyses, comments or qualitative explanations. The text can be formatted (bold, italic, lists...) to provide context to the numbers. The difference between "Text" and "Annotation" is that they are respectively on a transparent background or a shaded background to emphasize the message.
Add an "Image"
Embed an image, diagram or logo directly in the report. This can be used to illustrate a point, add information from another source via screenshot or personalize the presentation.
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