Layouts, Packs & Dashboards
IN THIS SECTION Overview Managing Dashboards To add a new dashboard To clone a dashboard To edit the name of a dashboard To change the elimination se...
Thu, 5 Feb, 2026 at 7:19 AM
IN THIS SECTION Overview Using Layouts Ways you can access Layouts Running a Financial Report Building a Report Pack Layouts List Selecting and Ed...
Wed, 29 Apr, 2026 at 1:34 PM
IN THIS SECTION Overview Adding a Report to a Pack Other ways to create a Report Pack Renaming a Report Pack Saved Reports & Packs Page Pinning...
Mon, 27 Apr, 2026 at 8:32 AM
You can use Joiin Intelligence AI to build Reports and Report Packs for you. Simply describe what report you need and Joiin will build the report or pack...
Wed, 13 May, 2026 at 11:59 AM
IN THIS SECTION Overview The Chart Widgets Understanding information on a Chart Editing Chart Widgets Companies and Groups Currency Period Widget N...
Wed, 6 May, 2026 at 12:02 PM
IN THIS SECTION Overview Global Report Pack Settings Colours Format Inheritance Available Settings Sections Order Cover and Contents Pages Cov...
Fri, 20 Feb, 2026 at 2:20 PM
IN THIS SECTION Overview Ai Features Report Pack AI Text Generation Other Key Features Overview The Joiin Ai-powered Text Editor makes it...
Wed, 13 May, 2026 at 5:34 PM
Each group of accounts in Joiin will contain a debit/credit switch that will allow you to decide whether a credit or a debit is considered a positive value....
Wed, 20 Aug, 2025 at 12:29 PM
IN THIS SECTION Overview Getting Started Trigger Step Google Drive Step Troubleshooting Polling Running Zap Manually Overview This art...
Fri, 24 Oct, 2025 at 10:34 AM
For more information on customising reports, check out our support document. Nested groups can be created in Joiin by moving a group into another groupi...
Mon, 23 Jun, 2025 at 12:25 PM