Create a report

Use Fincome to build customized reports combining KPIs, charts, and comments. Analyze your SaaS data according to your needs and share it easily with your teams.

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.

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