# 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, Sales, etc.). Select the persona that matches 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:* Of course you can modify all elements afterwards (analysis periods, chart configuration, adding/removing elements, title, report name, etc.). ### **Start with a blank report** It is also possible to create a totally empty report to build it from scratch according to your wishes. This empty template allows you to 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 report. 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.
Bouton "Dupliquer le rapport"

Button "Duplicate the report"

## Usage example Nodalview, a Belgian scale-up specialized in real estate tour solutions, uses Fincome custom reports to closely manage its revenue indicators. Thanks to these reports, the team can share clear dashboards with the board and structure its monthly financial reviews. Result: easier alignment between Finance and Product teams, with strategic decisions supported by reliable and accessible data for everyone. Read the full case: [SaaS financial management at Nodalview](https://www.fincome.co/fr/customers-stories/nodalview-fincome-pilotage-financier-saas) --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://help.fincome.co/en/custom-report-creation/create-a-report.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.