GUIDEcx

We’re thrilled to announce the release of our all-new reporting suite, GUIDEreports, available in GUIDE 1.0 + 2.0.

GUIDEreports Overview

Learn all about building custom GUIDEreports: What permissions do each license type have, who can do what?, How to build Personal or Workspace Reports, How Widgets Work and How Metrics…

Report Building with GUIDEreports

This report tracks key customer success and engagement metrics, highlighting customers who are thriving or at risk based on task completion and CSAT.

Standard Report: Customer Engagement

This report provides a consolidated view of project health, deadlines, and risks, quickly highlighting projects that are behind schedule, overdue, or need immediate attention.

Standard Report: Projects Overview

This report provides visibility into task-level productivity, quickly identifying bottlenecks and opportunities to improve operational efficiency.

Standard Report: Task Management

Elan Maynez

Check out the all new Reporting Suite we're building in GUIDE 2.0!

GUIDEreports

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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.

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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.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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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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