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 bulk change widget proper...
Mon, 3 Aug, 2026 at 1:22 PM
IN THIS SECTION Overview Using Layouts Ways you can access Layouts Running a Financial Report Building a Report Pack Layouts List Selecting and Ed...
Thu, 15 Oct, 2026 at 3:15 PM
IN THIS SECTION Overview The KPI Library page Adding a KPI Formula KPI On an existing Layout Viewing a KPI in the KPI Report Editing a Library KPI...
Thu, 15 Oct, 2026 at 11:45 AM
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...
Thu, 17 Sep, 2026 at 11:37 AM
TABLE OF CONTENTS Overview Saving Changes and Quick Hide Global Report Pack Settings Colours Format Inheritance Available Settings Arrange Sect...
Thu, 17 Sep, 2026 at 11:44 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, 21 Oct, 2026 at 4:06 PM
TABLE OF CONTENTS Overview Adding Chart Widgets The Chart Widgets Understanding information on a Chart Chart Colours Editing Chart Widgets Compani...
Thu, 17 Sep, 2026 at 1:17 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 MAX: Zapier access is av...
Wed, 21 Oct, 2026 at 4:05 PM