ReportGarden

Get started with ReportGarden and create your first report.

Welcome and Quick Start

Getting Started with ReportGarden

Set Up Your Account & Clients

Customize & Understand Your Data

Link your Account to ReportGarden

Create the same contact in multiple teams

Share, Export & Automate

Getting Started

Create a Document

How to apply data filters to a Document?

How to change your report name?

Global Filters

This article explains how you can delete a template

Deleting Templates

Documents

How to apply data filters to a Report?

Create a report

Reports

Create a Dashboard

Dashboards

Privacy Policy

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Plans & Pricing

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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.

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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