Productive

Group, filter, pivot, switch currencies, and drill down into your report data in Productive.

Working With Report Data

Visualize report data with column, bar, line, and other chart types, and customize their colors.

Creating Charts in Reports

Learn how to customize your reports using OR and AND filters for precise data analysis.

Using OR and AND Filters for Advanced Reporting

Learn how to use cumulative formatting in reports to track the cumulative progress of key metrics over time.

Cumulative Formatting in Reports

Add charts, filters, and formatting to your reports.

Customizing Reports

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Create your workspace and invite the people you work with.

Set up your account

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

Ship something

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

Connect your stack

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

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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.

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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.

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.

Prototype integrations answer

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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