Videos

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We made a collection of 1-minute instruction videos.

Use your dashboard

How to use your personalised dashboard:


Run a report

How to run a configured report:

Run a planning model

How to run a configured model, enter data, and save it:

Import data

How to import data from another system or a file:

Edit data manually

How to enter and edit data manually:


Create a report

How to create your own Profit & Loss report:

Add a report layout

How to add a new layout to an existing Profit & Loss report:

Add layout filters to a report

How to add layout filters to an existing Profit & Loss report:

Change the report type

How to change the presentation type of an existing report:

Change report settings

How to change the settings and permissions of an existing report:

Change the report fields

How to change the fields in an existing Profit & Loss report:

Convert data in a report

How to convert source data in an existing Profit & Loss report:

Add a calculation to a report

How to add a calculation in an existing Profit & Loss report:

Filter data in a report

How to filter data in an existing Profit & Loss report:

Add a user selection to a report

How to add a dynamic user selection to an existing Profit & Loss report:


Create a reporting model

How to create a basic reporting model using report queries:

Change a reporting model

How to change a basic reporting model using report queries:

Create a planning model

How to create a basic planning model using report and save queries:

Change a planning model

How to change a basic planning model using report and save queries:


Create an import

How to create an import for chart of accounts from an Excel file:


Create a data set

How to create a data set for cost centers:

Change the data set settings

How to change the settings and permissions of an existing data set:

How to link companies to the financial data:


Change account settings

How to change your account and profile settings:

Create a user

How to create a new user:

Create a user role

How to create a new user role and set the permissions:

Create a group

How to create a new group and enable the use of it:


Change fullscreen setting

How to toggle your screen setting for maximum use:

Work with data

Useful features when working with data:

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