Zoined

Using the Default Dashboard and Drilldown

Learning to Use Filters

Creating Custom Reports

Creating Custom Dashboards

Creating Email Reports

Creating Custom Metrics

Using Line Graphs

Using Comparison Analysis

Using Budgets

Linked reports make it possible to create single or multi level drilldowns from and to any reports types, and freely change the groupings/filters/timelines to the subreport.

Linked reports

There are several ways to share a report to a colleague or an external stakeholder either one-time, permanently, or on regular intervals.

Report sharing

Nona Vikman

How to create report, email report, filter your data and many more!

How to Zoined

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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