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Update the name of a Space or client folder in a few clicks.

How to rename a Space (or client folder)

Learn more what source credits are and their definitions

Source Credit Usage and FAQ

This article will explain everything about moving reports to spaces or folders with a step-by-step guide that will guide you through this feature

Moving reports to spaces and folders: a step-by-step guide

Learn the quickest way to delete your report

How to delete a report

Learn how to add and remove rows/lines in the report

How to add and remove rows/lines in the report?

Learn why it's better to choose the pre-set date range from the list in your calendar settings

Pre-set date ranges

Remove a Space or client folder you no longer need - and understand what gets deleted along with it.

How to delete a Space (or client folder)

Changing your report name in just a few clicks.

How to change your report name?

Are you looking to reflect your report in a language other than English?

How to change the Title, Description, and Metric name?

Terminology

The Basics

Create a custom design with text, images, and links

Terms & Conditions

Privacy Policy

Security Policy

Customer Stories

Templates

Changelog

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Create your workspace and invite the people you work with.

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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.

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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.

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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