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What can the reporting feature do? An introduction

Reporting feature setup & Architecture

Report development - Steps to take

Report development - Step 01: Set the reporting scope

Report development - Step 02: Create a report instance

Report development - Step 03: Setting up a basic template

Report development - Step 04: Iterate to improve

Learn the the more advanced functionalities that can be used to create a report template.

Report development - Advanced reporting introduction

Report development - Setting up Carbone Studio

Report development - Setting up an advanced report

Report development - Adding Chapters and a TOC

Report development - Adding a more complex table

Report development - Adding a table with multiple relations

Report development - Adding conditional formatting

Report development - Adding conditional reporting

Frank Keizer

Here you can find more information about creating document report templates.

Reporting Fundamentals

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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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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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.

Prototype invite-team answer

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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