TABLE OF CONTENTS


Overview


We’ve made big improvements to reporting in Joiin, with more flexibility, saved filters, and powerful new options. If something doesn’t seem quite the same as before, don’t worry - most features are still here, just in a new place or with a new name.


These quick tips will help you find your way around and get back to work fast.


Saving and Favouriting Reports

If your old favourited custom reports no longer appear in the left menu, don’t worry - you can re-pin them in a few quick steps:


  • Your old custom reports are now called Layouts.

  • Find them via the Layout dropdown on a financial report, or in Settings → Layouts.


 


  • Run the report with your chosen layout, then click Save → Save as report to store it with your selected filters (companies, dates, etc.).



  • Go to Saved Reports & Packs, click the star ★ to favourite it, and it’ll appear in the left menu.




Your report will always run with the saved filters (a popular new feature), but you can edit them any time using the Edit Filters icon.