Method

Where can I find the new online Report Designer?

Report Designer vs Web Report Designer

Where to find more information on the Report Designer

About the Report Designer

Installing the Report Designer

What fonts you can use in Report Designer.

Report Designer Fonts

MICR Fonts

A glossary of terms for those using Report Designer

Report Designer Glossary

Creating a new report

Grouping and Sorting

Charts and Graphs

Summaries

Styling

A specialized field in Report Designer that can do mathematical equations.

Calculated Fields

Conditional Formatting

Detail Reports

Some common script snippets to use in the Report Designer.

Scripting

Summarize the data from a extensive table.

Pivot Grids

Generating reports in Method

How to copy a Estimate/Invoice/etc. template in Report Designer

Copy a Transaction Print Template (Old Report Designer)

Legacy documentation for the deprecated report designer.

Report Designer

Customization Services

Terms of Service

Security and Backup

Privacy Policy

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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.

{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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