Inspection Support

Refunds & Reimbursements Report

Royalty Payment Reporting (Less 3rd Party Earnings)

This article shows you how to save a custom report to re-run in your ISN periodically.

Save Custom Advanced Reports

This article shows you how to pull a report of your average inspection fee.

Reports - Average Inspection Fee

This article covers how to pull quarterly reports in your ISN.

Quarterly Reports

These reports provide a quick, easy to read snap shot of your company's gross dollars.

Gross Dollars by Day, Week, or Month

View and download a report documenting the coupons entered for each order

Financial Reporting - Coupons

This article shows you how to find metrics on your mass emails.

Mass Email Performance Reports

This article explains how to make custom reports in your ISN to collect only the exact data you're looking for.

Custom Reports Using Advanced Tab

Why are the Call Close Report and Orders Over Time Widgets showing different amounts?

Sydney Honda

Emilie Hill

Matt Wheeler

Business Reporting

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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.

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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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