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We made a collection of 1-minute instruction videos.
How to use your personalised dashboard:
How to run a defined report:
How to run a defined model, enter data, and save it:
How to import data from another system or a file:
How to enter and edit data manually:
How to create your own Profit & Loss report:
How to add a new layout to an existing Profit & Loss report:
How to add layout filters to an existing Profit & Loss report:
How to change the presentation type of an existing report:
How to change the settings and permissions of an existing report:
How to change the fields in an existing Profit & Loss report:
How to convert source data in an existing Profit & Loss report:
How to add a calculation in an existing Profit & Loss report:
How to filter data in an existing Profit & Loss report:
How to add a dynamic user selection to an existing Profit & Loss report:
How to create a basic reporting model using report queries:
How to change a basic reporting model using report queries:
How to create a basic planning model using report and import queries:
How to change a basic planning model using report and import queries:
How to create an import for chart of accounts from an Excel file:
How to create a data set for cost centers:
How to change the settings and permissions of an existing data set:
How to link companies to the financial data:
How to change your account and profile settings:
How to create a new user:
How to create a new user role and set the permissions:
How to create a new group and enable the use of it:
How to toggle your screen setting for maximum use:
Useful features when working with data: