How To

Master Joiin with our How To Articles, offering quick, practical tips for using our financial consolidation reporting software. Simplify tasks, boost efficiency, and unlock advanced features in minutes.

How to Hide or Remove Accounts and Groups
NOTE: This article refers to Layouts which are only available in the latest version of Joiin. Layouts replace Custom Reports in the latest version - if ...
Fri, 27 Jun, 2025 at 4:29 PM
The New Joiin Reporting Experience Is Here. Get Early Access.
Introducing the All-New Report Packs Get Early Access by contacting our Support Team. Transform Your Financial Reports Into Professional Presentations. Sa...
Thu, 26 Jun, 2025 at 8:08 AM
Adding a section of a custom report to the dashboard
NOTE: This article covers features relating to the old Custom Reports. If you are on the latest version of Joiin Custom Reports are now called Layouts an...
Fri, 27 Jun, 2025 at 4:28 PM
How to change budget variance favourability
NOTE: This article covers features relating to the old Custom Reports. If you are on the latest version of Joiin Custom Reports are now called Layouts a...
Fri, 27 Jun, 2025 at 4:28 PM
How to customise the Cashflow Report
NOTE: This article covers features relating to the old Custom Reports. If you are on the latest version of Joiin Custom Reports are now called Layouts...
Fri, 27 Jun, 2025 at 4:28 PM
How to switch between Debit Positive and Credit Positive
NOTE: This article covers features relating to the old Custom Reports. If you are on the latest version of Joiin Custom Reports are now called Layouts a...
Fri, 27 Jun, 2025 at 4:27 PM
How to add a new user to a specific group of companies.
Using Joiin's 'Fine Grained' user controls, you can restrict invited users to specific companies or groups of companies connected to your Joiin ...
Thu, 26 Jun, 2025 at 12:14 PM
How to connect to Power BI
This article will guide you through the straightforward process of connecting Joiin to Power BI using our API key. 1. In your Power BI, create a new Bl...
Thu, 26 Jun, 2025 at 4:49 PM